Broker Check

Serious Strategies for Serious Investors

Stephens Asset Management is a fee-only (no commission) investment advisory firm with more than 28 years experience in managing client assets.

Stephens Asset Management is not paid commissions at any time or in any form. The firm’s total compensation is derived solely from client management fees. If client assets increase our revenues also increase; if client assets decrease our revenues likewise decrease.

The primary services offered by the firm are investment management and retirement planning. We specialize in a proprietary blend of indexed, diversified, low cost and tax-advantaged investment strategies.

This website is designed to answer, clearly and concisely, the most commonly asked questions about the advisor, our investment strategies and our client services.

Meet the Advisor

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Key Investment Strategies

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Retirement Planning

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Client Services

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