# Jamie Stolz

> Jamie Stolz is a fee-only financial advisor at TandemGrowth Financial Advisors in Alpharetta, Georgia, who holds the CFP credential. Jamie charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** TandemGrowth Financial Advisors
- **Based in:** Alpharetta, Georgia
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $297.0M across 664 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 5681635 (https://adviserinfo.sec.gov/individual/summary/5681635)
- **SEC registration:** Investment adviser representative in GA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.tandemgrowth.com

## Frequently asked questions

### Is Jamie Stolz a fee-only financial advisor?

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

### How does Jamie charge for financial advice?

Jamie charges a percentage of assets.

### How much does Jamie charge?

According to TandemGrowth Financial Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Where is Jamie Stolz based?

Jamie Stolz is based in Alpharetta, Georgia.

### What does Jamie specialize in?

Jamie's specialties include retirement planning, tax planning and estate & legacy planning. Jamie works with pre-retirees.

### What credentials does Jamie Stolz hold?

Jamie Stolz holds the CFP credential.

### Is Jamie Stolz registered with the SEC?

Yes. Jamie Stolz is registered as an investment adviser representative in GA (CRD 5681635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TandemGrowth Financial Advisors manage?

TandemGrowth Financial Advisors reports $297.0M across 664 accounts in assets under management.

### How do I contact Jamie Stolz?

Through Jamie's website, www.tandemgrowth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5681635): 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.tandemgrowth.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.