William Stordahl
Stordahl Capital Management · Greenwood Village, Colorado
William Stordahl is a fee-only financial advisor at Stordahl Capital Management in Greenwood Village, Colorado, who holds the CFP credential. William focuses on retirement planning. Stordahl Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to William →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Stordahl Capital Management |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $675.9M across 1,026 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 2245878 |
| Exams passed | Series 63 (1992) · Series 65 (1996) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.stordahlcap.com |
How William's firm compares
- Stordahl Capital Management's average account is about $659,000, from its Form ADV (assets managed divided by 1,026 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Stordahl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Stordahl Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Stordahl Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does William charge?
According to Stordahl Capital Management's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Where is William Stordahl based?
William Stordahl is based in Greenwood Village, Colorado.
What does William specialize in?
William's specialties include retirement planning. William works with retirees and pre-retirees.
What credentials does William Stordahl hold?
William Stordahl holds the CFP credential.
Is William Stordahl registered with the SEC?
Yes. William Stordahl is registered as an investment adviser representative in CO and TX (CRD 2245878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stordahl Capital Management manage?
Stordahl Capital Management reports $675.9M across 1,026 accounts in assets under management.
How do I contact William Stordahl?
Through William's website, www.stordahlcap.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
- Stordahl Capital Management 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.
See something wrong? Request a correction. Read our methodology.