Wesley Stien
Lodestar Financial Management · Arlington, Virginia
Wesley Stien is a fee-only financial advisor at Lodestar Financial Management in Arlington, Virginia, who holds the CFP credential. Wesley charges a flat fee or retainer and focuses on flat-fee planning.
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Specialties
Facts
| Firm | Lodestar Financial Management |
|---|---|
| Based in | Arlington, Virginia |
| Fee model | Flat fee or retainer |
| Assets under management | $48.6M across 132 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5256749 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.lodestarfm.com |
| Profile |
How Wesley's firm compares
- Lodestar Financial Management's average account is about $368,000, from its Form ADV (assets managed divided by 132 accounts).
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Questions about Wesley
Is Wesley Stien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley holds no broker registration, and Lodestar Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wesley charge for financial advice?
Wesley charges a flat fee or retainer.
Where is Wesley Stien based?
Wesley Stien is based in Arlington, Virginia.
What does Wesley specialize in?
Wesley's specialties include flat-fee planning.
What credentials does Wesley Stien hold?
Wesley Stien holds the CFP credential.
Is Wesley Stien registered with the SEC?
Yes. Wesley Stien is registered as an investment adviser representative in VA (CRD 5256749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lodestar Financial Management manage?
Lodestar Financial Management reports $48.6M across 132 accounts in assets under management.
How do I contact Wesley Stien?
Through Wesley's website, www.lodestarfm.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
- Lodestar Financial Management 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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