# Steven Early

> Steven Early is a fee-only financial advisor at Clearpoint Wealth Management in Colleyville, Texas, who holds the CFP credential. Clearpoint Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-early/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Clearpoint Wealth Management
- **Based in:** Colleyville, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $68.0M across 136 accounts
- **Credentials:** CFP
- **CRD:** 4617927 (https://adviserinfo.sec.gov/individual/summary/4617927)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2003)
- **Firm size:** 4 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Steven Early a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Clearpoint 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's firm, Clearpoint Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Steven Early based?

Steven Early is based in Colleyville, Texas.

### What credentials does Steven Early hold?

Steven Early holds the CFP credential.

### Is Steven Early registered with the SEC?

Yes. Steven Early is registered as an investment adviser representative in TX (CRD 4617927), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clearpoint Wealth Management manage?

Clearpoint Wealth Management reports $68.0M across 136 accounts in assets under management.

### How do I contact Steven Early?

Contact details aren't on file yet. Search for Clearpoint Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4617927): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.