Patrick Stoa
Macco Financial Group · Green Bay, Wisconsin
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $277.8M across 1,467 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 6516986 |
| Exams passed | Series 66 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.maccofinancial.com |
| Profile |
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Questions about Patrick
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.
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
- Macco Financial 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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