Jamie Stolz
TandemGrowth Financial Advisors · Alpharetta, Georgia
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.
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Specialties
Who they serve
- Pre-retirees
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 | $297.0M across 664 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 5681635 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.tandemgrowth.com |
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Questions about Jamie
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.
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
- TandemGrowth Financial Advisors 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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