Stacy Anderson
Kooman & Associates · Altoona, Pennsylvania
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.
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Specialties
Facts
| Firm | Kooman & Associates |
|---|---|
| Based in | Altoona, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $555.6M across 1,596 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4782048 |
| Exams passed | Series 66 (2008) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kooman.com |
| Profile |
How Stacy's firm compares
- Kooman & Associates's average account is about $348,000, from its Form ADV (assets managed divided by 1,596 accounts).
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Questions about Stacy
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.
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
- Kooman & Associates 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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