Steven Witter
Bentham Wealth Advisors · Williamsville, New York
Steven Witter is a fee-only financial advisor at Bentham Wealth Advisors in Williamsville, New York, who holds the CFP credential. Steven charges a percentage of assets and an ongoing planning fee (1.25% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Steven →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Bentham Wealth Advisors |
|---|---|
| Based in | Williamsville, New York |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $110.1M across 552 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5016923 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.benthamwealth.com |
| Profile |
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 Witter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Bentham Wealth Advisors 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 charges a percentage of assets and an ongoing planning fee.
How much does Steven charge?
According to Bentham Wealth Advisors's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Where is Steven Witter based?
Steven Witter is based in Williamsville, New York.
What does Steven specialize in?
Steven's specialties include retirement planning, tax planning, estate & legacy planning and student loans. Steven works with retirees and pre-retirees.
What credentials does Steven Witter hold?
Steven Witter holds the CFP credential.
Is Steven Witter registered with the SEC?
Yes. Steven Witter is registered as an investment adviser representative in NY (CRD 5016923), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bentham Wealth Advisors manage?
Bentham Wealth Advisors reports $110.1M across 552 accounts in assets under management.
How do I contact Steven Witter?
Through Steven's website, www.benthamwealth.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
- Bentham Wealth Advisors 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.