Chip Basel, CFP® Stepping Stone Advisors

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About Chip Basel, CFP®

Thanks for reading! Stepping Stone Advisors provides an experience that goes beyond most people’s preconceived notion of what a financial planner does. We are a comprehensive and fee-only financial planning firm focused on helping people to reconnect or discover their hidden passions and purpose in life through a specific Financial Life Planning process. Any firm can solve the math problem of retirement, education, and other common goals. Stepping Stone takes a great deal of time and effort to uncover what is truly important to you and find ways to make it come to fruition quickly so you can live your best life possible. We work with clients of all stages of life, including younger generations of individuals and families. Although we consider our home footprint in Southeastern Michigan and Northeast Ohio, through the use of technology, we can serve anyone in the United States. Contact us to start a conversation! We look forward to getting to know you.

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Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Hourly Fee: $100+/hr

SEC Records

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