Firm
Stolz & Associates, P.S.
Tacoma, Washington
Fee-only
Facts
| Based in | Tacoma, Washington |
|---|---|
| Website | stolzassoc.com |
| Phone | (253) 272-3441 |
Stolz & Associates, P.S. fees
Stolz & Associates, P.S. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $282 million |
| Individual clients | 130 |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 117216 |