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Stefan Wayne Simpson

GARRETT WEALTH ADVISORY GROUP, LLC·WEATHERFORD, Texas
Unclaimed Profile
201 FT. WORTH HWY., WEATHERFORD, TX 76086CRD# 6662027Firm CRD# 173563
01

About

Stefan Wayne Simpson is a registered financial advisor based in WEATHERFORD, Texas, affiliated with GARRETT WEALTH ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GARRETT WEALTH ADVISORY GROUP, LLC
BENTOAK CAPITAL
AUM
$473M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at GARRETT WEALTH ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6662027
Firm CRD# 173563
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stefan Wayne Simpson offer?
Stefan Wayne Simpson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEATHERFORD, Texas for a consultation.
What are Stefan Wayne Simpson's credentials?
Stefan Wayne Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stefan Wayne Simpson located?
Stefan Wayne Simpson is based in WEATHERFORD, Texas, working with GARRETT WEALTH ADVISORY GROUP, LLC. Their office serves clients in the WEATHERFORD metropolitan area and surrounding communities.
How does Stefan Wayne Simpson charge for services?
Stefan Wayne Simpson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARRETT WEALTH ADVISORY GROUP, LLC?
GARRETT WEALTH ADVISORY GROUP, LLC has approximately 15 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEATHERFORD
David Wayne Garrett — GARRETT WEALTH ADVISORY GROUP, LLCBrandon Wayne Garrett — GARRETT WEALTH ADVISORY GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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