Stephens Consulting, LLC

**Summary:** Stephens Wealth Management Group, a registered investment adviser, was established in Michigan in March 2020 and registered with the SEC in July 2021. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. Investment strategies include individual equity, debt securities, mutual funds, and ETFs. The firm utilizes managed programs through Raymond James & Associates and offers the Freedom Program and Raymond James Consulting Services Program. Clients are not required to have a minimum asset size or advisory fee. Fees are negotiable, generally ranging from 0.40% to 1.30% based on assets under management. The firm does not accept performance-based fees and has not been subject to disciplinary actions. Stephens Wealth Management Group recommends Raymond James or Charles Schwab as custodians and does not vote client proxies. The firm does not engage in directed brokerage arrangements and does not vote client securities. Clients are encouraged to review their accounts annually, and the firm does not vote client securities. The firm does not require clients to pay fees in advance exceeding $1,200. Stephens Wealth Management Group has not been subject to a bankruptcy petition. For more information, visit www.adviserinfo.sec.gov.