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At Stephenson & Co, we provide assistance in the following areas:

Bradley Stephenson has been providing financial planning, investment management and consulting services to individuals, trusts, and pension and profit sharing plans since 1978. He has been a Certified Financial Planner since 1982 and started his own independent advisory firm, Stephenson and Company in 1991. Stephenson and Company is a Registered Investment Advisor (registered with the California Department of Corporations). Stephenson and Company is substantially a fee-only firm, generating approximately 95% of its income from financial planning and investment advisory fees.

Financial Planning Services are offered on a comprehensive, modular or hourly basis. Fees are determined by the complexity of the services provided and are agreed upon in advance.

Investment Management Consulting services include assisting the client with the formulation of an investment policy; assessment of risk tolerance; determining appropriate asset allocation; conducting a manager search and evaluation; implementing the investment policy with appropriate managers and providing ongoing monitoring and reporting. Investment Management Consulting fees are based on a percentage of assets under management