Five Star award winner Loyd Stegent, CPA/PFS, CFP®

PROFESSIONAL PROFILE

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Loyd Stegent, CPA/PFS, CFP^®

President

Stegent Equity Advisors, Inc.

24 Greenway Plz Ste 515

Houston, TX 77046

Office: 713-840-9300x4

lstegent@cpadvisers.com
www.CPAdvisers.com

Professional Approach

About LOYD J. STEGENT CPA/PFS, CFP®

Mr. Stegent is a founding director of Cornelius, Stegent & Price, LLP, a Houston based firm of Certified Public Accountants with a broad client base in government, non-profit, business, and high net worth individuals. He is also the founder and president of Stegent Equity Advisors, Inc., a fee-for-service investment and financial counseling firm in Houston, Texas, that serves the clients of Cornelius, Stegent & Price, LLP.

He is a former manager of Financial Counseling Services with Deloitte & Touche, LLP and has over thirty years experience serving the tax, financial and investment planning needs of families, entrepreneurs and charitable organizations. He is an investment advisor representative, a CERTIFIED FINANCIAL PLANNER™ practitioner and one of only 3,500 Certified Public Accountants with the Personal Financial Specialist designation.

His practice focuses on individual wealth creation and preservation, including income and estate tax minimization, investment and retirement planning, and insurance needs analysis. He assists clients in the development of their financial and investment plans, providing the foundation for selection of independent money managers and ETFs best suited to their financial needs.

Mr. Stegent was recognized as a 2019 Houston Five Star Wealth Manager by Five Star Professional as seen in Texas Monthly magazine. He was a contributing author of the book, "Tips from the Top: Targeted Advice from America’s Top Money Minds." He has provided investment advice to readers of Fortune magazine, The New York Times, Houston Chronicle, the American Association of Individual Investors Journal, Mutual Funds Magazine, TheStreet.com, Investors Business Daily, and various online investment forums. He is an occasional speaker at various industry related webinars and taught financial planning topics for many years to the members of AAII in the role he held as chairperson for the Specialized Interest Group for Financial Planning.

Mr. Stegent is objectively focused on growing and preserving client wealth as tax and cost efficiently as possible.

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This award was issued on 7/1/21 by Five Star Professional (FSP) for the time period 09/14/2020 through 04/30/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3133 Houston-area wealth managers were considered for the award; 173 (6% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 3219, 174, 5%, 7/1/20, 9/30/19 - 4/17/20; 2019: 2992, 209, 7%, 7/1/19, 10/15/18 - 4/26/19; 2018: 3114, 218, 7%, 7/1/18, 10/27/17 - 5/21/18; 2017: 2000, 228, 11%, 7/1/17, 10/24/16 - 5/24/17; 2016: 1763, 437, 25%, 6/1/16, 10/16/15 - 5/16/16; 2015: 2289, 408, 18%, 7/1/15, 10/16/14 - 5/16/15; 2014: 3958, 410, 10%, 7/1/14, 10/16/13 - 5/16/14; 2013: 3001, 504, 17%, 8/1/13, 10/16/12 - 5/16/13; 2012: 2105, 425, 20%, 7/1/12, 10/16/11 - 5/16/12.

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Stegent Equity Advisors, Inc. is not a CPA firrm.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.