# Patrick Stoa

> Patrick Stoa is a fee-only financial advisor at Macco Financial Group in Green Bay, Wisconsin, who holds the CFP credential. Patrick focuses on retirement planning and small business owners. Macco Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-stoa/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Macco Financial Group
- **Based in:** Green Bay, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $277.8M across 1,467 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6516986 (https://adviserinfo.sec.gov/individual/summary/6516986)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 66 (2015)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.maccofinancial.com/

## Frequently asked questions

### Is Patrick Stoa a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Macco Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick's firm, Macco Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Patrick charge?

According to Macco Financial Group's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Patrick Stoa based?

Patrick Stoa is based in Green Bay, Wisconsin.

### What does Patrick specialize in?

Patrick's specialties include retirement planning and small business owners. Patrick works with pre-retirees and retirees.

### What credentials does Patrick Stoa hold?

Patrick Stoa holds the CFP credential.

### Is Patrick Stoa registered with the SEC?

Yes. Patrick Stoa is registered as an investment adviser representative in TX and WI (CRD 6516986), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Macco Financial Group manage?

Macco Financial Group reports $277.8M across 1,467 accounts in assets under management.

### How do I contact Patrick Stoa?

Through Patrick's website, www.maccofinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6516986): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.maccofinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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