Stegent Equity Advisors | SEC Registered Investment Advisory

We are SEC-registered investment advisors dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come.

With over 90% of our clients coming from client referrals, we have created a culture of trust and confidence.

"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein

Our Services

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.

Financial Planning

The financial planning process at Stegent Equity Advisors, Inc. begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live 30 or more years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.

Our Team

Loyd Stegent

CFP^®, CPA/PFS

loyd@stegentequity.com

713-840-9300 ext. 104

Steven "Chuck" Bates

CCFC

chuck@stegentequity.com

(713) 840-9300 ext. 201

Audrey Petrash

CFP^®

audrey@stegentequity.com

713-840-9300 ext. 206

Blog

Have You Mapped Out How You Will Pay For College?

By Chuck Bates, CCFC on Nov 5, 2021

College, Education, Financial Aid

How you pay for college can be as important as what you pay for college. Do not make these common mistakes.

Don't Be Late, Apply To College Now

By Chuck Bates, CCFC on Oct 13, 2021

College, College Admissions, Financial Aid, Education

The Common App became available on August 1st for students attending college in the fall of 2022. Try to have all applications submitted by November 1st.

Do Not Leave Money On The Table, Common FAFSA Mistakes To Avoid

By Chuck Bates, CCFC on Sep 22, 2021

Education, College, College Admissions, Financial Aid

According to a recent study* by the higher education team at NerdWallet, high school graduates in the U.S. left more than $2.9 billion in free federal grant money unused over the last academic year. All because they did not complete the FAFSA.

Learn More Contact Us