STEPHENS CONSULTING, LLC

5206 Gateway Centre
Suite 300
Flint, Michigan 48507
Tel: 810-732-7411

About STEPHENS CONSULTING, LLC

STEPHENS CONSULTING, LLC, formally registered with the SEC as STEPHENS CONSULTING, LLC. The firm was established in 07/29/2021. They have over 4 offices throughout the country.

STEPHENS CONSULTING, LLC is a Flint, Michigan based Financial Planning firm with nearly $1,071,590,093 assets under management, offering retirement planning & investment advisory services to 2910 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308970
SEC#	801-122003
Assets Managed by Firm	$1,071,590,093
No. of Clients	2910
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2910	$1,071,590,093
Individuals (other than high net worth individuals)	643	$218,874,037
High net worth individuals	246	$718,426,253
Pension and profit sharing plans	19	$46,501,813
Charitable organizations	5	$4,566,551
Corporations or other businesses	4	$83,221,439

More Retirement Planning firms in Flint, Michigan:

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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