Elizabeth Stamatakos
A to Z Financial Planning · Oak Creek, Wisconsin
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.
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Specialties
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 |
| Assets under management | $49.8M across 371 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, WI · CRD 6450777 |
| Exams passed | Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.a2zplanning.com |
| Profile |
How Elizabeth's firm compares
- A to Z Financial Planning's average account is about $134,000, from its Form ADV (assets managed divided by 371 accounts).
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Questions about Elizabeth
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.
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
- A to Z Financial Planning 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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