# TJ Stevenson

> TJ Stevenson is a fee-only financial advisor at Avant Financial Advisors in Waco, Texas, who holds the CFP credential. TJ charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/tj-stevenson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Avant Financial Advisors
- **Based in:** Waco, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $196.4M across 522 accounts
- **Credentials:** CFP
- **CRD:** 5957044 (https://adviserinfo.sec.gov/individual/summary/5957044)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2014), Series 65 (2014)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://avantfinancialadvisors.com

## Frequently asked questions

### Is TJ Stevenson a fee-only financial advisor?

Yes. TJ Stevenson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by TJ's firm.

### How does TJ charge for financial advice?

TJ charges a percentage of assets.

### How much does TJ charge?

According to Avant Financial Advisors's website, checked October 28, 2026: 1% a year on the first tier of assets managed.

### Where is TJ Stevenson based?

TJ Stevenson is based in Waco, Texas.

### What credentials does TJ Stevenson hold?

TJ Stevenson holds the CFP credential.

### Is TJ Stevenson registered with the SEC?

Yes. TJ Stevenson is registered as an investment adviser representative in TX (CRD 5957044), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Avant Financial Advisors manage?

Avant Financial Advisors reports $196.4M across 522 accounts in assets under management.

### How do I contact TJ Stevenson?

Through TJ's website, avantfinancialadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/tj-stevenson-11249): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.avantfinancialadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.