# Steven Schlegel

> Steven Schlegel is a fee-only financial advisor at SchlegelDunn in Plano, Texas, who holds the CFP credential. Steven focuses on retirement planning and estate & legacy planning. SchlegelDunn reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-schlegel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** SchlegelDunn
- **Based in:** Plano, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $279.1M across 535 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 4356206 (https://adviserinfo.sec.gov/individual/summary/4356206)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2001), Series 66 (2005)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://schlegeldunn.com

## Frequently asked questions

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

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

### Where is Steven Schlegel based?

Steven Schlegel is based in Plano, Texas.

### What does Steven specialize in?

Steven's specialties include retirement planning and estate & legacy planning.

### What credentials does Steven Schlegel hold?

Steven Schlegel holds the CFP credential.

### Is Steven Schlegel registered with the SEC?

Yes. Steven Schlegel is registered as an investment adviser representative in TX (CRD 4356206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does SchlegelDunn manage?

SchlegelDunn reports $279.1M across 535 accounts in assets under management.

### How do I contact Steven Schlegel?

Through Steven's website, schlegeldunn.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4356206): 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
- The firm's website (https://www.schlegeldunn.com/): specialties, clients served, and fees, checked October 30, 2026

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