# Steven Medland

> Steven Medland is a fee-only financial advisor at TABR Capital Management, LLC in Orange, California, who holds the CFP and MBA credentials. Steven charges a percentage of assets and an ongoing planning fee (1.25% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning and pension planning.

Page: https://find.wellspent.co/advisors/steven-medland/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** TABR Capital Management, LLC
- **Based in:** Orange, California
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed; a $500,000 asset minimum
- **Assets under management (firm):** $241.2M across 713 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Pension planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 4421065 (https://adviserinfo.sec.gov/individual/summary/4421065)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://tabr.net

## Frequently asked questions

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

Yes. Steven Medland is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steven's firm.

### How does Steven charge for financial advice?

Steven charges a percentage of assets and an ongoing planning fee.

### How much does Steven charge?

According to TABR Capital Management, LLC's website, checked October 28, 2026: 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Steven Medland based?

Steven Medland is based in Orange, California.

### What does Steven specialize in?

Steven's specialties include retirement planning and pension planning. Steven works with retirees, pre-retirees and mid-life transitions.

### What credentials does Steven Medland hold?

Steven Medland holds the CFP and MBA credentials.

### Is Steven Medland registered with the SEC?

Yes. Steven Medland is registered as an investment adviser representative in CA and TX (CRD 4421065), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does TABR Capital Management, LLC manage?

TABR Capital Management, LLC reports $241.2M across 713 accounts in assets under management.

### How do I contact Steven Medland?

Through Steven's website, tabr.net.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5660): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://tabr.net/): specialties, clients served, and fees, checked October 28, 2026

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