Joseph Pitzl
Pitzl Financial · Arden Hills, Minnesota
Joseph 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 |
| SEC registration | Investment adviser representative in MN, TX · CRD 4696949 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pitzlfinancial.com |
How Joseph'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 Joseph
Is Joseph Pitzl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Pitzl Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Pitzl Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Pitzl based?
Joseph Pitzl is based in Arden Hills, Minnesota.
What credentials does Joseph Pitzl hold?
Joseph Pitzl holds the CFP credential.
Is Joseph Pitzl registered with the SEC?
Yes. Joseph Pitzl is registered as an investment adviser representative in MN and TX (CRD 4696949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pitzl Financial manage?
Pitzl Financial reports $498.0M across 1,892 accounts in assets under management.
How do I contact Joseph Pitzl?
Through Joseph's website, www.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
- 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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