Steven Schlegel
SchlegelDunn · Plano, Texas
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.
Request an introduction to Steven →
Specialties
Facts
| Firm | SchlegelDunn |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $279.1M across 535 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4356206 |
| Exams passed | Series 63 (2001) · Series 66 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | schlegeldunn.com |
How Steven's firm compares
- SchlegelDunn's average account is about $522,000, from its Form ADV (assets managed divided by 535 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 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
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
- SchlegelDunn website : specialties, clients served, and fees, checked October 30, 2026
- 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.