Steven Tolleson
Wealth Intelligently Navigated · Greer, South Carolina
Steven Tolleson is a fee-only financial advisor at Wealth Intelligently Navigated in Greer, South Carolina. Wealth Intelligently Navigated reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealth Intelligently Navigated |
|---|---|
| Based in | Greer, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $532.9M across 1,552 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 6276568 |
| Exams passed | Series 65 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | winwealthadvisors.com |
| Profile |
How Steven's firm compares
- Wealth Intelligently Navigated's average account is about $343,000, from its Form ADV (assets managed divided by 1,552 accounts).
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Questions about Steven
Is Steven Tolleson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Wealth Intelligently Navigated 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, Wealth Intelligently Navigated, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Tolleson based?
Steven Tolleson is based in Greer, South Carolina.
Is Steven Tolleson registered with the SEC?
Yes. Steven Tolleson is registered as an investment adviser representative in SC and TX (CRD 6276568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Intelligently Navigated manage?
Wealth Intelligently Navigated reports $532.9M across 1,552 accounts in assets under management.
How do I contact Steven Tolleson?
Through Steven's website, winwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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