Timothy Stolz
Bestgate Wealth Advisors · Frederick, Maryland
Timothy Stolz is a fee-only financial advisor at Bestgate Wealth Advisors in Frederick, Maryland, who holds the CFP credential. Bestgate Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bestgate Wealth Advisors |
|---|---|
| Based in | Frederick, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $162.4M across 118 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 6896913 |
| Exams passed | Series 65 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bestgatewealth.com |
How Timothy's firm compares
- Bestgate Wealth Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Timothy
Is Timothy Stolz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Bestgate Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Bestgate Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Timothy Stolz based?
Timothy Stolz is based in Frederick, Maryland.
What credentials does Timothy Stolz hold?
Timothy Stolz holds the CFP credential.
Is Timothy Stolz registered with the SEC?
Yes. Timothy Stolz is registered as an investment adviser representative in MD (CRD 6896913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bestgate Wealth Advisors manage?
Bestgate Wealth Advisors reports $162.4M across 118 accounts in assets under management.
How do I contact Timothy Stolz?
Through Timothy's website, www.bestgatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frederick
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
- 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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