Stephen
Bain
Partners In Financial Planning, LLC
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About this Advisor
Stephen Bain is a certified financial planner based out of Salem, Virginia with 7 years of relevant experience. Bain is on the advisory team at Partners In Financial Planning, LLC. During their career, Bain has held roles at Partners In Financial Planning and Stearns Financial Group. Bain can serve investors in Virginia. Partners In Financial Planning, LLC is a firm based in Salem, VA. The firm has a total of 12 advisors. It oversees $618 million in assets among its 1,832 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 1,832 customer accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. Partners In Financial Planning, LLC has a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fees charged by Partners In Financial Planning, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Partners In Financial Planning, LLC Brokerage Details
$617,913,976
12
1,832
$337,289
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Stephen Bain Work History
Stephen has been registered as a financial advisor for 7 years.*
Partners In Financial Planning
Stearns Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Bain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Partners In Financial Planning, LLC
Salem, VA
Salem, VA
Salem, VA
Salem, VA
Salem, VA
Salem, VA
Salem, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
