Firm
Steadfast Financial Services
Altamonte Springs, Florida
Fee-only
Steadfast Financial Services at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 47 individual clients, 25 of them high net worth.
- Its average account is about $612,000 (assets it manages divided by its 110 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Altamonte Springs, Florida |
|---|---|
| Website | steadfastwealth.com |
| Phone | (407) 786-0092 |
Steadfast Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 1% a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"0.50%–1% Transparent fees" source
"0.50%–1% Transparent fees" source
"ongoing annual planning with yearly revisions" source
"You can choose a single comprehensive engagement" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $67 million |
| Individual clients | 22 |
| High-net-worth clients | 25 |
| Accounts managed | 110 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-60752) |
| Financial planning | Offered |
| Form ADV filed | May 15, 2026 |
| SEC record | CRD 115145 |