Michael Stock
Boltwood Capital Management · Walnut Creek, California
Michael Stock is a fee-only financial advisor at Boltwood Capital Management in Walnut Creek, California. Michael focuses on retirement planning, estate & legacy planning and student loans. Boltwood Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Boltwood Capital Management |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $502.5M across 468 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5733490 |
| Exams passed | Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.boltwoodcap.com |
How Michael's firm compares
- Boltwood Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 468 accounts).
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Questions about Michael
Is Michael Stock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Boltwood Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Boltwood Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Stock based?
Michael Stock is based in Walnut Creek, California.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning, student loans and family wealth transfer.
Is Michael Stock registered with the SEC?
Yes. Michael Stock is registered as an investment adviser representative in CA and TX (CRD 5733490), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boltwood Capital Management manage?
Boltwood Capital Management reports $502.5M across 468 accounts in assets under management.
How do I contact Michael Stock?
Through Michael's website, www.boltwoodcap.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
- Boltwood Capital Management 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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