Steven Deppe
Nerad + Deppe Wealth Management · La Jolla, California
Steven Deppe is a fee-only financial advisor at Nerad + Deppe Wealth Management in La Jolla, California. Steven charges a percentage of assets, an ongoing planning fee and hourly fees.
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Who they serve
- High earners
Facts
| Firm | Nerad + Deppe Wealth Management |
|---|---|
| Based in | La Jolla, California |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly |
| Accepting new clients | Yes |
| Assets under management | $176.3M across 613 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4658856 |
| Exams passed | Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.nd-wm.com |
| Profile |
How Steven's firm compares
- Nerad + Deppe Wealth Management's average account is about $288,000, from its Form ADV (assets managed divided by 613 accounts).
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Questions about Steven
Is Steven Deppe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Nerad + Deppe Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a percentage of assets, an ongoing planning fee and hourly fees.
Where is Steven Deppe based?
Steven Deppe is based in La Jolla, California.
Is Steven Deppe registered with the SEC?
Yes. Steven Deppe is registered as an investment adviser representative in CA and TX (CRD 4658856), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nerad + Deppe Wealth Management manage?
Nerad + Deppe Wealth Management reports $176.3M across 613 accounts in assets under management.
How do I contact Steven Deppe?
Through Steven's website, www.nd-wm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Nerad + Deppe Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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