CRD: 300868
Stepping Stone Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-27-2019
- Office Locations
- 1
Office Locations
About Stepping Stone Advisors, LLC
Stepping Stone Advisors, LLC is a retail-focused advisory and planning practice providing financial planning and portfolio management, with an emphasis on helping clients align financial decisions with life purpose. Its stated investment focus includes active asset allocation and fixed income, implemented primarily through public funds such as mutual funds. The firm custodies at Charles Schwab and is affiliated with XY Planning Network.
Team overview
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Asset Classes
Investment Themes
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Owner & Executives
KENNETH LEE BASEL JR
Chief Compliance Officer, Owner
- CRD
- #5341788
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $540,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $540,800 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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