Advisor at Stahl Wealth Management, 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
Stahl Wealth Management, LLC
Location
Lancaster, PA 17603
Credentials
Series 63, Series 65
Industry experience
13 years
Jeremy Stahl is the sole advisor at Stahl Wealth Management, LLC, an independent firm based in Lancaster, PA. He holds Series 63 and Series 65 designations and has 13 years of industry experience. His prior roles include positions at Dimensional Wealth Advisors, LLC, Fma Advisory Inc, Wheatland Advisors, Inc, and BB&T Bank. Stahl Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, and charitable organizations. The firm employs a tailored investment process using firm-developed model portfolios and a combination of fundamental, technical, charting, and cyclical analysis, along with option strategies when appropriate.
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001 - $2,000,000: 0.6% $2,000,001+: 0.4%
Financial planning services charged at $100 per hour, negotiable
Account minimum: $2,500 minimum annual fee to open and maintain an advisory account Minimum fee: $2,500 minimum annual fee to open and maintain an advisory account; may be waived at firm's discretion; fee will never exceed 3% of total assets Fee-only: Financial planning services charged at $100 per hour, negotiable based on scope and complexity
911 State Street, Suite 214
Lancaster, PA 17603
Pennsylvania
Dimensional Wealth Advisors, LLC
2021 - Present (5 years)
Fma Advisory Inc
2019 - 2021 (2 years)
Wheatland Advisors, Inc
2017 - 2019 (2 years)
Bb&T Bank
2011 - 2017 (6 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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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.
CFP®
Lititz, PA
Aries Financial Navigators, Inc.
Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.
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