Andrew Stolz
Stolz & Associates, P.S. · Tacoma, Washington
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.
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Specialties
Who they serve
- Multi-generational families
- Divorced individuals
Facts
| Firm | Stolz & Associates, P.S. |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $282.2M across 568 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 5721796 |
| Exams passed | Series 65 (2018) · Series 66 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.stolzassoc.com |
| Profile |
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Stolz & Associates, P.S. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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