Stepp & Rothwell, Inc., is a fee-only comprehensive financial and investment advisory firm. We are registered with the Securities & Exchange Commission as an Investment Advisor, and we are not affiliated with any broker or dealer of securities. Our only source of revenue is the fees paid to us by our clients. We do not receive compensation from any other source in the form of commissions or other incentives. The majority of our clients are wealthy families and individuals for whom we provide comprehensive financial and investment advisory services. A portion of our clients are other entities such as charitable foundations, tax-exempt organizations or trusts for whom we provide only the investment portfolio supervision component of our services.
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