Advisor at A to Z Financial Planning LLC
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Firm
A to Z Financial Planning LLC
Location
Oak Creek, WI 53154-1466
Credentials
CFP®, Series 65
Industry experience
10 years
Elizabeth Stamatakos is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with A to Z Financial Planning LLC since 2014, where she serves as one of two advisors. A to Z Financial Planning LLC is a fee-only fiduciary firm that provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and tax-qualified plans. The firm manages approximately $49 million in client assets using broadly diversified, globally allocated portfolios with low-cost index funds and ETFs, typically employing buy-and-hold strategies.
Based on A to Z Financial Planning LLC
$0.00 - $249,999.99: 1.25% annually $250,000.00 - $2,499,999.99: 1.00% annually $2,500,000.00 - $4,999,999.99: 0.75% annually $5,000,000.00+: Negotiable
Insurance-based products sales are commission-based but not utilized by the firm as primary compensation; possible conflict of interest if used.
Account minimum: $100,000 Fee-only: Fee-only financial planning and investment management services.
7071 S. 13 Th Street, Suite 104
Oak Creek, WI 53154-1466
Illinois · Wisconsin
A to Z Financial Planning LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
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