David Stefl
Schwarz Dygos Wheeler Investment Advisors · Minneapolis, Minnesota
David Stefl is a fee-only financial advisor at Schwarz Dygos Wheeler Investment Advisors in Minneapolis, Minnesota, who holds the CFP credential. Schwarz Dygos Wheeler Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schwarz Dygos Wheeler Investment Advisors |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $730.4M across 2,004 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 5508791 |
| Exams passed | Series 66 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sdwia.com |
How David's firm compares
- Schwarz Dygos Wheeler Investment Advisors's average account is about $364,000, from its Form ADV (assets managed divided by 2,004 accounts).
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Questions about David
Is David Stefl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Schwarz Dygos Wheeler Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Schwarz Dygos Wheeler Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Stefl based?
David Stefl is based in Minneapolis, Minnesota.
What credentials does David Stefl hold?
David Stefl holds the CFP credential.
Is David Stefl registered with the SEC?
Yes. David Stefl is registered as an investment adviser representative in MN (CRD 5508791), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schwarz Dygos Wheeler Investment Advisors manage?
Schwarz Dygos Wheeler Investment Advisors reports $730.4M across 2,004 accounts in assets under management.
How do I contact David Stefl?
Through David's website, www.sdwia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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
- 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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