TJ Stevenson
Avant Financial Advisors · Waco, Texas
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).
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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 | $196.4M across 522 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5957044 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | avantfinancialadvisors.com |
| Profile |
How TJ's firm compares
- Avant Financial Advisors's average account is about $376,000, from its Form ADV (assets managed divided by 522 accounts).
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Questions about TJ
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Waco
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Avant Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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