Steven Drost
Drost Financial · Ham Lake, Minnesota
Steven Drost is a fee-only financial advisor at Drost Financial in Ham Lake, Minnesota, who holds the CFP and CFA credentials. Steven focuses on tax planning, estate & legacy planning and retirement planning. Drost Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Drost Financial |
|---|---|
| Based in | Ham Lake, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $42.7M across 229 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MN, TX, WI · CRD 6795665 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.drostfinancial.com |
| Profile |
How Steven's firm compares
- Drost Financial's average account is about $186,000, from its Form ADV (assets managed divided by 229 accounts).
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Questions about Steven
Is Steven Drost a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Drost Financial 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's firm, Drost Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Drost based?
Steven Drost is based in Ham Lake, Minnesota.
What does Steven specialize in?
Steven's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does Steven Drost hold?
Steven Drost holds the CFP and CFA credentials.
Is Steven Drost registered with the SEC?
Yes. Steven Drost is registered as an investment adviser representative in MN, TX and WI (CRD 6795665), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Drost Financial manage?
Drost Financial reports $42.7M across 229 accounts in assets under management.
How do I contact Steven Drost?
Through Steven's website, www.drostfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Other advisors in Minnesota who focus on tax planning
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
- Drost Financial 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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