Stephan Shipe
- CFP®
- Ph.D.
- CFA®
Scholar Advising
Lewisville, NC
Contact Stephan
Stephan can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Stephan specializes in
- Business Owner/Entrepreneur
- Technology Professional/Engineer
- Corporate Officer
- Medical Professional
- College Professor
- Government Employee
- Other
- Financial Independence
- DIY
Expertise
- Investment Analysis and Planning
- Portfolio Guidance
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Saving and Investing for College
- College Search Scholarship and Funding Planning
- Late Stage College Funding and Planning
- Financial Behavior and Wellness Education
- Life Event Planning
- Windfall Planning
- Real Estate Planning
- Digital Assets and Currencies
- Family Office Services
- International or Cross Border or Expat Planning
- Business Finance Planning
- Benefits and Compensation Planning for Employers
- Equity Stock Options Planning for Employers
- CFO Services
- Exit Planning
- Intergenerational Planning
Pricing
$385 / hour
By nature of our decision to be a fee only advisor, there are no conflicts of interest arising from commissions or referral fees that plague some financial services. Unlike many fee-only advisors, we believe that fee-only means a flat fee paid for advice. Our fee structure is based on project complexity and not on how much money a client has saved for an asset under management fee. This ensures that clients of all income and asset levels can receive financial advice and will pay a fee matched to the amount of advice needed and not be penalized for the size of their portfolio or net worth.
We are happy to buck the trend by providing financial advice on an hourly basis opposed to the current norm of a percentage of net worth or Assets Under Management (AUM).
Signature Client Program (Monthly Retainer): $15,000 for initial comprehensive plan then $3,000-$10,000 per month based on complexity.
About
Scholar Financial AdvisingScholar Financial Advising is an independent, fee-only investment advisory firm that provides individuals with fiduciary financial planning services on an flat fee project or monthly retainer basis. We help clients take back their time by providing strategies and financial plans that they can implement.
Our mission is to Educate, Empower, and Encourage. We like to think outside of the box and enjoy working on more complex financial situations like those that typically surround physicians and highly compensated individuals. We believe that clients should manage their own accounts and our role is truly that of an advisor. We emphasize custom plans and the importance of building a strong advisor/client relationship.
Our ServicesFlat Fee Comprehensive Financial Plans: For DIY investors who don’t want to hand over their investments or pay an AUM fee. They are looking for someone to pull all the financial pieces together and come up with a strategy and financial plan that they can execute with periodic check-in meetings.
Plan fee is based on complexity using our hourly rate of $385/hour.
Signature Client Program (Monthly Retainer): For investors with ongoing and complex financial advising needs (income over $1m or investments over $10m) we offer virtual family office services where we provide strategy on, monitor, and coordinate your finances so that you can take back the time you have been spending on the ongoing research, meetings, coordination with CPAs/attorneys, and management of your finances. You maintain control of your accounts.
Fee: $4,000-$15,000 for initial comprehensive plan then $3,000-$10,000 per month based on complexity.
Next StepsWe offer a no-obligation welcome call for potential new clients to see if our services fit your needs. Find a time that works for you.
Learn more about Scholar Financial Advising, our services and our fees.
- Services: Financial planning, Tax Strategy
- Ideal Client: A DIY investor who doesn’t want to pay AUM but wants advice.
- Location: Winston Salem, NC
- Scholar Financial Advising Application, ADV2
- Website, info@scholarfinancialadvising.com, (336) 360-6833
Owner, Lead Advisor
Dr. Shipe is the owner of and lead advisor for Scholar Advising. He holds a Ph.D. in Finance with a support area in econometrics from Florida State University. He is also a CFA Charterholder of the Chartered Financial Analyst Institute and is a CFP® professional.
Dr. Shipe started Scholar Financial Advising in 2018 and enjoys working with clients on complex financial situations. He has published academic articles and analyzed data related to investor behavior, executive compensation, and investor protection. This research agenda has led him to be invited to work with regulators on new laws related to investment advisor fee disclosures. He has taught university finance courses at Wake Forest University, University of New Hampshire, and Florida State University. His financial interests are centered on quantitative focused financial topics such as financial risk analysis, and financial data analytics.