Advisor at Stratos Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stratos Wealth Advisors LLC
Location
Fairfax, VA 22033
Credentials
CFP®, Series 63, Series 65
Industry experience
39 years
Jan Kowal is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Stratos Wealth Advisors LLC since 2021. His prior experience includes roles at Financial Engines Advisors L.L.C., EF Legacy Securities, Sanders Morris Harris Inc., and Edelman Financial Services. Outside of his advisory work, he is involved as a passive investor in several business ventures including an oil and lube business and a gas station with a convenience store. Stratos Wealth Advisors LLC serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting. The firm employs a network of supervised independent advisory representatives who utilize both bespoke and model portfolios and leverages affiliated and third-party subadvisers to deliver its services.
Based on Stratos Wealth Advisors LLC
Based on Stratos Wealth Advisors LLC
Based on Stratos Wealth Advisors LLC
Flat fees for financial plans; flat fees for asset management in limited cases, up to 2.0% of assets under management
$0+: Negotiable, up to maximum 2.0% annually for advisor-managed non-wrap accounts Varies by TPIA program+: Typically tiered fees ranging from 0.15% to 1.05% plus optional 0.10% tax overlay fee for SIMC sub-advised programs; maximum total fee 3.0% including up to 2% SWA fee and 1% TPIA fee
Typically up to $500 per hour; may be higher in some cases
Subscription financial planning services with recurring fees negotiated between IAR and client; may be monthly or quarterly
Account minimum: $10,000 Fee-only: Financial planning and consulting fees are negotiable; hourly fees up to $500/hour typically; flat fees also available for financial plans; subscription financial planning fees may be fixed or tiered monthly or quarterly fees
12015 Lee Jackson Highway, Suite 110
Fairfax, VA 22033
Texas · Virginia
Stratos Wealth Advisors, LLC
2021 - Present (5 years)
Financial Engines Advisors L.L.C.
2018 - 2021 (3 years)
EF Legacy Securities, LLC
2016 - 2018 (2 years)
Edelman Financial Services Llc
1993 - 2018 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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Simplify Investments
CFP®, Series 63
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David N. Hainsworth, C.P.A., P.C.
Series 65
Vienna, VA
Solution Factory, LLC
Series 66
Falls Church, VA
POV Wealth LLC
Series 65
Oak Hill, VA
Financial Solutions, LLC
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