Michelle Robinson
Stolz & Associates, P.S. · Tacoma, Washington
Michelle Robinson is a fee-only financial advisor at Stolz & Associates, P.S. in Tacoma, Washington, who holds the CFP credential. Michelle focuses on retirement planning, divorce financial planning and tax planning. Stolz & Associates, P.S. reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Divorced individuals
Facts
| Firm | Stolz & Associates, P.S. |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $282.2M across 568 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5250539 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.stolzassoc.com |
| Profile |
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Questions about Michelle
Is Michelle Robinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Stolz & Associates, P.S. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Stolz & Associates, P.S., reports charging a percentage of assets on its SEC Form ADV.
Where is Michelle Robinson based?
Michelle Robinson is based in Tacoma, Washington.
What does Michelle specialize in?
Michelle's specialties include retirement planning, divorce financial planning and tax planning. Michelle works with multi-generational families and divorced individuals.
What credentials does Michelle Robinson hold?
Michelle Robinson holds the CFP credential.
Is Michelle Robinson registered with the SEC?
Yes. Michelle Robinson is registered as an investment adviser representative in WA (CRD 5250539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stolz & Associates, P.S. manage?
Stolz & Associates, P.S. reports $282.2M across 568 accounts in assets under management.
How do I contact Michelle Robinson?
Through Michelle's website, www.stolzassoc.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
- Stolz & Associates, P.S. 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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