# Stoyan Panayotov

> Stoyan Panayotov is a fee-only financial advisor at Babylon Wealth Management in Walnut Creek, California, who holds the CFA credential. Stoyan focuses on equity compensation, retirement planning and tax planning. Babylon Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Babylon Wealth Management
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $35.8M across 45 accounts
- **Credentials:** CFA
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Tech employees, Pre-retirees
- **CRD:** 4861190 (https://adviserinfo.sec.gov/individual/summary/4861190)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.babylonwealth.com/

## Frequently asked questions

### Is Stoyan Panayotov a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stoyan holds no broker registration, and Babylon Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stoyan charge for financial advice?

Stoyan's firm, Babylon Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stoyan Panayotov based?

Stoyan Panayotov is based in Walnut Creek, California.

### What does Stoyan specialize in?

Stoyan's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Stoyan works with tech employees and pre-retirees.

### What credentials does Stoyan Panayotov hold?

Stoyan Panayotov holds the CFA credential.

### Is Stoyan Panayotov registered with the SEC?

Yes. Stoyan Panayotov is registered as an investment adviser representative in CA (CRD 4861190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Babylon Wealth Management manage?

Babylon Wealth Management reports $35.8M across 45 accounts in assets under management.

### How do I contact Stoyan Panayotov?

Through Stoyan's website, www.babylonwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4861190): 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.babylonwealth.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.