Joe Pitzl
Pitzl Financial · Arden Hills, Minnesota
Joe Pitzl is a fee-only financial advisor at Pitzl Financial in Arden Hills, Minnesota, who holds the CFP credential. Pitzl Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pitzl Financial |
|---|---|
| Based in | Arden Hills, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $498.0M across 1,892 accounts |
| Credentials | CFP |
| Firm size | 8 employees |
| Website | pitzlfinancial.com |
How Joe's firm compares
- Pitzl Financial's average account is about $263,000, from its Form ADV (assets managed divided by 1,892 accounts).
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Questions about Joe
Is Joe Pitzl a fee-only financial advisor?
Yes. Joe Pitzl is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Joe charge for financial advice?
Joe's firm, Pitzl Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joe Pitzl based?
Joe Pitzl is based in Arden Hills, Minnesota.
What credentials does Joe Pitzl hold?
Joe Pitzl holds the CFP credential.
How much does Pitzl Financial manage?
Pitzl Financial reports $498.0M across 1,892 accounts in assets under management.
How do I contact Joe Pitzl?
Through Joe's website, pitzlfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Arden Hills
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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