# Steven Lebens

> Steven Lebens is a fee-only financial advisor at Lebens Advisory Group in Naples, Florida. Lebens Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Lebens Advisory Group
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $56.9M across 415 accounts
- **CRD:** 2216949 (https://adviserinfo.sec.gov/individual/summary/2216949)
- **SEC registration:** Investment adviser representative in FL, IA, IL, MN, TX
- **Exams passed:** Series 63 (1993), Series 65 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.lebensadvisorygroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Lebens Advisory Group 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, Lebens Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Steven Lebens based?

Steven Lebens is based in Naples, Florida.

### Is Steven Lebens registered with the SEC?

Yes. Steven Lebens is registered as an investment adviser representative in FL, IA, IL, MN and TX (CRD 2216949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lebens Advisory Group manage?

Lebens Advisory Group reports $56.9M across 415 accounts in assets under management.

### How do I contact Steven Lebens?

Through Steven's website, www.lebensadvisorygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2216949): 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.