Matthew Stohlman
Poinciana Advisors Group · Palm Beach Gardens, Florida
Matthew Stohlman is a fee-only financial advisor at Poinciana Advisors Group in Palm Beach Gardens, Florida. Matthew focuses on tax planning, estate & legacy planning and retirement planning. Poinciana Advisors Group reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Poinciana Advisors Group |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $396.0M across 309 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5060574 |
| Exams passed | Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.poincianagroup.com |
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Questions about Matthew
Is Matthew Stohlman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Poinciana Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Poinciana Advisors Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Stohlman based?
Matthew Stohlman is based in Palm Beach Gardens, Florida.
What does Matthew specialize in?
Matthew's specialties include tax planning, estate & legacy planning and retirement planning. Matthew works with physicians.
Is Matthew Stohlman registered with the SEC?
Yes. Matthew Stohlman is registered as an investment adviser representative in FL (CRD 5060574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Poinciana Advisors Group manage?
Poinciana Advisors Group reports $396.0M across 309 accounts in assets under management.
How do I contact Matthew Stohlman?
Through Matthew's website, www.poincianagroup.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
- Poinciana Advisors Group 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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