Stepping Stone Advisors, LLC
Alexandria, Michigan
Stepping Stone Advisors, LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 9 individual clients, 2 of them high net worth.
- Its average account is about $60,000 (assets it manages divided by its 9 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Michigan median of $3,000.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Alexandria, Michigan |
|---|---|
| Website | steppingstoneadvisors.com |
| [email protected] | |
| Phone | (440) 241-8687 |
Questions about Stepping Stone Advisors, LLC
How much does Stepping Stone Advisors, LLC charge?
Stepping Stone Advisors, LLC publishes these prices: ongoing planning: from $1,200 a year. We found this on its website, checked October 28, 2026.
How is Stepping Stone Advisors, LLC paid?
Stepping Stone Advisors, LLC's Form ADV says it is paid by: hourly.
How many advisors does Stepping Stone Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Stepping Stone Advisors, LLC, and 2 hold the CFP.
What is the average account at Stepping Stone Advisors, LLC?
Stepping Stone Advisors, LLC's average account is about $60,000. That's the assets on its Form ADV divided by its 9 accounts.
Stepping Stone Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"There is a minimum annual fee of $1,200." source
"Fees there after are charged quarterly in arrears." 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 | Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 7 |
| High-net-worth clients | 2 |
| Accounts managed | 9 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 300868 |
Advisors at this firm (2)
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