# Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]

> Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] is a fee-only financial advisor at Zelos Capital Ltd. in Calgary, Alberta, Canada, who holds the CFA, CFP and CA credentials. Kareen focuses on founders (pre-exit) and tax planning.

Page: https://find.wellspent.co/advisors/kareen-m-stangherlin-fee-based-on-aum-with-some-fee-for-service-options/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Zelos Capital Ltd.
- **Based in:** Calgary, Alberta, Canada
- **Credentials:** CFA, CFP, CA, CPA, ICD.D
- **Specialties:** Founders (pre-exit), Tax planning
- **Works with:** Founders
- **Website:** http://www.zelosglobal.com

## Frequently asked questions

### Is Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] a fee-only financial advisor?

Yes. Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### Where is Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] based?

Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] is based in Calgary, Alberta, Canada.

### What does Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] specialize in?

Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]'s specialties include founders (pre-exit) and tax planning. Kareen works with founders.

### What credentials does Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] hold?

Kareen M. Stangherlin [fee based on AUM with some fee-for-service options] holds the CFA, CFP, CA, CPA and ICD.D credentials.

### How do I contact Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]?

Through Kareen M. Stangherlin [fee based on AUM with some fee-for-service options]'s website, www.zelosglobal.com.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://zelosglobal.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
