Stephen T. Hart

Stephen T. Hart

CFP®, MBA

Stephen is a Financial Advisor who helps clients develop a plan for retirement, manage investments and rebalance their portfolio.

  • About Stephen
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Director of Financial Planning at Talis Advisory Services, LLC
Address
6205 Chapel Hill Blvd
Plano TX, 75093
Phone
(972) 378-1795
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About Stephen

I help people realize their full potential.

Stephen T. Hart, CFP® has been with Talis Advisors since March 2015. His role as Director of Financial Planning allows him to assist clients in identifying the best possible solutions for their needs and opportunities. He has a desire for providing exceptional customer service, while maintaining a clear focus on the unique goals of each individual. Stephen is a member of the firm’s Investment Committee.

Stephen began his career in the financial services industry in 2011 with GuideStone Financial Resources. He soon r...

Education

  • BBA, Business Administration, Baylor University - Waco, TX
  • MBA, Business Administration, Baylor University - Waco, TX
  • Certificate of Financial Planning, Financial Planning, Southern Methodist University - Continuing and Professional Education - Dallas, TX

Certifications

Registrations
Designations
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Tips from Stephen

Stephen's videos

  • Why Talis Advisors?

Typical Clients & Fee Structure

Typical Clients

People near retirement
Sudden wealth
Business Owners

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.