Stolz & Associates, Ps

Stolz & Associates, Ps (CRD# 117216) is a financial advisory firm headquartered in Tacoma, WA. They manage $59,444,000 in 224 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $265,375
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

WA

Financial Advisors at Stolz & Associates, Ps
Showing 1 - 2 of 2 top financial advisors.
1
Michelle T. Robinson
CRD#: 5250539
2323 North 30th St #201, Tacoma, WA 98403
90
Wealthminder
score

Michelle Robinson (CRD# 5250539) is an Investment Advisor Representative working at Stolz & Associates, Ps in Tacoma, WA and has 1 year of experience in the finance industry. Michelle Robinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David A. Stolz
CRD#: 4488123
2323 N. 30th St #201, Tacoma, WA 98403
90
Wealthminder
score

David Stolz (CRD# 4488123) is an Investment Advisor Representative working at Stolz & Associates, Ps in Tacoma, WA and has 1 year of experience in the finance industry. David Stolz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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