Steven Lebens
Lebens Advisory Group · Naples, Florida
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.
Request an introduction to Steven →
Facts
| Firm | Lebens Advisory Group |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $56.9M across 415 accounts |
| SEC registration | Investment adviser representative in FL, IA, IL, MN, TX · CRD 2216949 |
| Exams passed | Series 63 (1993) · Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lebensadvisorygroup.com |
| Profile |
How Steven's firm compares
- Lebens Advisory Group's average account is about $137,000, from its Form ADV (assets managed divided by 415 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Naples
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
- 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.
See something wrong? Request a correction. Read our methodology.