# Richard A. Stebbins CPA CFP

> Richard A. Stebbins CPA CFP is a state-registered investment advisory firm, registered since 1993, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 7, 2026.

- CRD: 123694
- Filed as: RICHARD A. STEBBINS CPA CFP
- Legal name: Richard A. Stebbins
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123694
- AdvisorCensus page: https://advisorcensus.com/firm/richard-a-stebbins-cpa-cfp-123694

## Quick answers

**How is Richard A. Stebbins CPA CFP compensated?**
On its Form ADV (Item 5.E, October 2026), Richard A. Stebbins CPA CFP reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Richard A. Stebbins CPA CFP registered with the SEC or a state?**
Richard A. Stebbins CPA CFP is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 123694.

**How much does Richard A. Stebbins CPA CFP manage?**
Richard A. Stebbins CPA CFP reports $13,100,000 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**What types of clients does Richard A. Stebbins CPA CFP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Richard A. Stebbins CPA CFP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123694

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $13,100,000
- Discretionary: $13,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $13,100,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1993 (33 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Richard A. Stebbins CPA CFP (CRD 123694): Form ADV filing data as of October 2026.