Steven London
Compendium Wealth Advisors · Austin, Texas
Steven London is a fee-only financial advisor at Compendium Wealth Advisors in Austin, Texas, who holds the ChFC credential. Compendium Wealth Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Compendium Wealth Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $4.3M across 29 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in LA, TX · CRD 4599921 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.compendiumwealth.com |
| Profile |
How Steven's firm compares
- Compendium Wealth Advisors's average account is about $149,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Steven
Is Steven London a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Compendium Wealth Advisors 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, Compendium Wealth Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Steven London based?
Steven London is based in Austin, Texas.
What credentials does Steven London hold?
Steven London holds the ChFC credential.
Is Steven London registered with the SEC?
Yes. Steven London is registered as an investment adviser representative in LA and TX (CRD 4599921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compendium Wealth Advisors manage?
Compendium Wealth Advisors reports $4.3M across 29 accounts in assets under management.
How do I contact Steven London?
Through Steven's website, www.compendiumwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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.
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