# Stacy Anderson

> Stacy Anderson is a fee-only financial advisor at Kooman & Associates in Altoona, Pennsylvania. Stacy focuses on retirement planning, estate & legacy planning and tax planning. Kooman & Associates reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Kooman & Associates
- **Based in:** Altoona, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $555.6M across 1,596 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 4782048 (https://adviserinfo.sec.gov/individual/summary/4782048)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2008)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.kooman.com/

## Frequently asked questions

### Is Stacy Anderson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stacy holds no broker registration, and Kooman & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stacy charge for financial advice?

Stacy's firm, Kooman & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stacy Anderson based?

Stacy Anderson is based in Altoona, Pennsylvania.

### What does Stacy specialize in?

Stacy's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### Is Stacy Anderson registered with the SEC?

Yes. Stacy Anderson is registered as an investment adviser representative in PA (CRD 4782048), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kooman & Associates manage?

Kooman & Associates reports $555.6M across 1,596 accounts in assets under management.

### How do I contact Stacy Anderson?

Through Stacy's website, www.kooman.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4782048): 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.kooman.com/): specialties, clients served, and fees, checked October 30, 2026

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