Stordahl Capital Management

Stordahl Capital Management at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 6 advisors are listed here; 4 of 6 hold the CFP.
• Its Form ADV reports 11 employees and 297 individual clients, 173 of them high net worth.
• Its average account is about $659,000 (assets it manages divided by its 1,026 accounts).

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Stordahl Capital Management fees

Stordahl Capital Management 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

Advisors at this firm (6)

• Lauren Procknow

• Matthew Knuth

  CFP

• Michel Swanson

  CFP

• Noah Krier

• Olivia Stordahl

  CFP

• William Stordahl

  CFP