Derek Dzingle
Stolz & Associates, P.S. · Tacoma, Washington
Derek Dzingle is a fee-only financial advisor at Stolz & Associates, P.S. in Tacoma, Washington, who holds the CFP and CFA credentials. Derek focuses on retirement planning, divorce financial planning and tax planning. Stolz & Associates, P.S. reports charging a percentage of assets on its Form ADV.
Request an introduction to Derek →
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 | CFP · CFA |
| SEC registration | Investment adviser representative in WA · CRD 7554603 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.stolzassoc.com |
Request an introduction to Derek
Tell Derek a little about what you're looking for. Derek isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Derek
Is Derek Dzingle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek 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 Derek charge for financial advice?
Derek's firm, Stolz & Associates, P.S., reports charging a percentage of assets on its SEC Form ADV.
Where is Derek Dzingle based?
Derek Dzingle is based in Tacoma, Washington.
What does Derek specialize in?
Derek's specialties include retirement planning, divorce financial planning and tax planning. Derek works with multi-generational families and divorced individuals.
What credentials does Derek Dzingle hold?
Derek Dzingle holds the CFP and CFA credentials.
Is Derek Dzingle registered with the SEC?
Yes. Derek Dzingle is registered as an investment adviser representative in WA (CRD 7554603), 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 Derek Dzingle?
Through Derek'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.
See something wrong? Request a correction. Read our methodology.