Stephen T. HartCFP®, MBA
Stephen is a Financial Advisor who helps clients develop a plan for retirement, manage investments and rebalance their portfolio.
- About Stephen
- Questions & Answers
I help people realize their full potential.
- 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
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Typical Clients & Fee Structure
People near retirement
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Paid hourly for time spent meeting with a client or working on their behalf.