Stahel Financial Planning

Stahel Financial Planning (CRD# 123873) is a financial advisory firm headquartered in , . They manage $14,500,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Stahel Financial Planning
Showing 1 - 1 of 1 top financial advisors.
James E. Stahel
CRD#: 830971
Wauconda, IL

James Stahel (CRD# 830971) is an Investment Advisor Representative working at Stahel Financial Planning in Wauconda, IL and has over 33 years of experience in the finance industry.

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