# Elizabeth Stamatakos

> Elizabeth Stamatakos is a fee-only financial advisor at A to Z Financial Planning in Oak Creek, Wisconsin, who holds the CFP credential. Elizabeth charges a one-time planning fee and an ongoing planning fee and focuses on retirement planning and pension planning.

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

## Facts

- **Firm:** A to Z Financial Planning
- **Based in:** Oak Creek, Wisconsin
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $49.8M across 371 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Pension planning
- **CRD:** 6450777 (https://adviserinfo.sec.gov/individual/summary/6450777)
- **SEC registration:** Investment adviser representative in IL, WI
- **Exams passed:** Series 65 (2015)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.a2zplanning.com

## Frequently asked questions

### Is Elizabeth Stamatakos a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and A to Z Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth charges a one-time planning fee and an ongoing planning fee.

### Where is Elizabeth Stamatakos based?

Elizabeth Stamatakos is based in Oak Creek, Wisconsin.

### What does Elizabeth specialize in?

Elizabeth's specialties include retirement planning and pension planning.

### What credentials does Elizabeth Stamatakos hold?

Elizabeth Stamatakos holds the CFP credential.

### Is Elizabeth Stamatakos registered with the SEC?

Yes. Elizabeth Stamatakos is registered as an investment adviser representative in IL and WI (CRD 6450777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does A to Z Financial Planning manage?

A to Z Financial Planning reports $49.8M across 371 accounts in assets under management.

### How do I contact Elizabeth Stamatakos?

Through Elizabeth's website, www.a2zplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6450777): 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.a2zplanning.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.