Stable Two Financial LLC is a pension cosultant based in Cincinnati. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado, Ohio, and Texas.
Stable Two Financial provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Stable Two Financial LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Stable Two Financial is pension and profit sharing plans with 22 clients and $0 of assets under management. Among the 2 most similar advisory firms, Stable Two Financial has the highest percentage of pension and profit sharing plans out of all clients.
None of the firm’s clients are foreign persons or businesses.
Stable Two Financial doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Stable Two Financial LLC performs its advisory services is located at 2651 Observatory Ave, Cincinnati, OH 45208 The mailing address of the firm is Po Box 209, Terrace Park, OH 45174. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-321-0903. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at stabletwofinancial.com.