# Andrew Stolz

> Andrew Stolz is a fee-only financial advisor at Stolz & Associates, P.S. in Tacoma, Washington, who holds the CFA credential. Andrew focuses on retirement planning, divorce financial planning and tax planning. Stolz & Associates, P.S. reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-stolz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stolz & Associates, P.S.
- **Based in:** Tacoma, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $282.2M across 568 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Divorce financial planning, Tax planning
- **Works with:** Multi-generational families, Divorced individuals
- **CRD:** 5721796 (https://adviserinfo.sec.gov/individual/summary/5721796)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2018), Series 66 (2009)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.stolzassoc.com/

## Frequently asked questions

### Is Andrew Stolz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Stolz & Associates, P.S. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Stolz & Associates, P.S., reports charging a percentage of assets on its SEC Form ADV.

### Where is Andrew Stolz based?

Andrew Stolz is based in Tacoma, Washington.

### What does Andrew specialize in?

Andrew's specialties include retirement planning, divorce financial planning and tax planning. Andrew works with multi-generational families and divorced individuals.

### What credentials does Andrew Stolz hold?

Andrew Stolz holds the CFA credential.

### Is Andrew Stolz registered with the SEC?

Yes. Andrew Stolz is registered as an investment adviser representative in WA (CRD 5721796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stolz & Associates, P.S. manage?

Stolz & Associates, P.S. reports $282.2M across 568 accounts in assets under management.

### How do I contact Andrew Stolz?

Through Andrew's website, www.stolzassoc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5721796): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.stolzassoc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.