Steven Wotovich
Lighthouse Financial · Saint Petersburg, Florida
Steven Wotovich is a fee-only financial advisor at Lighthouse Financial in Saint Petersburg, Florida, who holds the CFP and CFA credentials. Lighthouse Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lighthouse Financial |
|---|---|
| Based in | Saint Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $755.6M across 337 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL · CRD 2667287 |
| Exams passed | Series 63 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lighthousefinancial.info |
How Steven's firm compares
- Lighthouse Financial's average account is about $2.2 million, from its Form ADV (assets managed divided by 337 accounts).
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Questions about Steven
Is Steven Wotovich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Lighthouse Financial 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, Lighthouse Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Steven charge?
According to Lighthouse Financial's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Steven Wotovich based?
Steven Wotovich is based in Saint Petersburg, Florida.
What credentials does Steven Wotovich hold?
Steven Wotovich holds the CFP and CFA credentials.
Is Steven Wotovich registered with the SEC?
Yes. Steven Wotovich is registered as an investment adviser representative in FL (CRD 2667287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lighthouse Financial manage?
Lighthouse Financial reports $755.6M across 337 accounts in assets under management.
How do I contact Steven Wotovich?
Through Steven's website, www.lighthousefinancial.info.
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
- Lighthouse Financial 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.
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