Jeremy Stahl
Stahl Wealth Management · Lancaster, Pennsylvania
Jeremy Stahl is a fee-only financial advisor at Stahl Wealth Management in Lancaster, Pennsylvania. Stahl Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Stahl Wealth Management |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $65.2M across 97 accounts |
| SEC registration | Investment adviser representative in PA · CRD 5666707 |
| Exams passed | Series 63 (2015) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jeremy's firm compares
- Stahl Wealth Management's average account is about $672,000, from its Form ADV (assets managed divided by 97 accounts).
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Questions about Jeremy
Is Jeremy Stahl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Stahl Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Stahl Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeremy Stahl based?
Jeremy Stahl is based in Lancaster, Pennsylvania.
Is Jeremy Stahl registered with the SEC?
Yes. Jeremy Stahl is registered as an investment adviser representative in PA (CRD 5666707), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stahl Wealth Management manage?
Stahl Wealth Management reports $65.2M across 97 accounts in assets under management.
How do I contact Jeremy Stahl?
Contact details aren't on file yet. Search for Stahl Wealth Management.
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
- 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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