Nancy Von Stackelberg
Radius Wealth Management · Boston, Massachusetts
Nancy Von Stackelberg is a fee-only financial advisor at Radius Wealth Management in Boston, Massachusetts, who holds the CFP credential. Nancy focuses on retirement planning and sustainable & impact investing. Radius Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Radius Wealth Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $158.7M across 300 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 820209 |
| Exams passed | Series 63 (1994) · Series 66 (2005) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | radiuswealth.com |
How Nancy's firm compares
- Radius Wealth Management's average account is about $529,000, from its Form ADV (assets managed divided by 300 accounts).
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Questions about Nancy
Is Nancy Von Stackelberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and Radius Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy's firm, Radius Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nancy Von Stackelberg based?
Nancy Von Stackelberg is based in Boston, Massachusetts.
What does Nancy specialize in?
Nancy's specialties include retirement planning and sustainable & impact investing. Nancy works with retirees and pre-retirees.
What credentials does Nancy Von Stackelberg hold?
Nancy Von Stackelberg holds the CFP credential.
Is Nancy Von Stackelberg registered with the SEC?
Yes. Nancy Von Stackelberg is registered as an investment adviser representative in MA (CRD 820209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Radius Wealth Management manage?
Radius Wealth Management reports $158.7M across 300 accounts in assets under management.
How do I contact Nancy Von Stackelberg?
Through Nancy's website, radiuswealth.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
- Radius Wealth 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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