Steven Medland
TABR Capital Management, LLC · Orange, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
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 | $241.2M across 713 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4421065 |
| Exams passed | Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | tabr.net |
How Steven's firm compares
- TABR Capital Management, LLC's average account is about $338,000, from its Form ADV (assets managed divided by 713 accounts).
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- TABR Capital Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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