Thomas James Stevenson
Investment adviser representative at Avant Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$196.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Avant Financial AdvisorsFeb 2022 to now
- Austin AssetApr 2016 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avant Financial Advisors
Legal name: Avant Financial Advisors LLC
$196.4MAssets managed
166Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5957044
- Firm CRD
- 297894