user avatar

Matthew Stahl

Advisor at LIV Wealth Management

Updated today
LIV Wealth Management logo

Firm

LIV Wealth Management

Location

Long Lake, MN 55356

Credentials

Series 66

Industry experience

19 years

About

Matthew Stahl is a financial advisor at LIV Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Fiat Wealth Management LLC and Foundations Investment Advisors LLC. Outside of his advisory work, Stahl owns a community building organization, Ascent, LLC, and a CrossFit gym, The FITHAUS. LIV Wealth Management serves retirement plan sponsors, institutional clients, individual investors, and small businesses, offering financial planning, portfolio management, retirement plan advice, and pension consulting. The firm employs strategies such as Modern Portfolio Theory, Core+Satellite, and passive investing, and provides ERISA-oriented services including investment policy statement development and fiduciary consulting.

Client services

Based on LIV Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on LIV Wealth Management

General retirement planning Social Security optimization Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Divorce financial planning

Occupation focus

Based on LIV Wealth Management

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for broad-based financial planning engagements ranging from $2,000 to $7,500; Retainer fee at $3,000 per year ($250 per month)

Percentage

$0 - $500,000: 1.50% annually $500,000 - $1,000,000: 1.30% annually $1,000,000 - $2,500,000: 1.20% annually $2,500,000 - $5,000,000: 0.75% annually $5,000,000+: 0.60% annually

Project-based

$300 per hour for limited planning component engagements, billed in 30-minute increments

Other

Account minimum: No minimum account size required to open and maintain an investment account Fee-only: Fixed fees for financial planning from $2,000 to $7,500; Retainer fee of $3,000 per year ($250/month); Hourly fee of $300 per hour billed in 30-minute increments

Location

1850 W. Wayzata Blvd, Suite 240

Long Lake, MN 55356

Most active in

Minnesota

Work history

Liv Wealth Management LLC

2024 - Present (2 years)

Ascent, LLC

2024 - Present (2 years)

Fiat Wealth Management LLC

2022 - 2024 (2 years)

Foundations Investment Advisors LLC

2020 - 2022 (2 years)

Fiat Insurance Services, LLC

2019 - 2022 (3 years)

Capital Asset Advisory Services LLC

2018 - 2020 (2 years)

The FitHAUS LLC

2017 - Present (9 years)

Fiat Wealth Management LLC

2009 - 2022 (13 years)

Woodbury Financial Services, Inc.

2009 - 2018 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Luke D

CFP®

Waconia, MN

The Financial Planning Co.

The Financial Planning Co. exists to improve financial lives. We commonly work with people with retirement planning, notably investment management and income planning. Whether through finding previously unknown opportunities for clients or figuring out how much is enough for those who’re ready to step away or establishing financial ground rules for increasing the odds of success, FPC works hand-in-hand with clients on their way to financial independence. We believe that plans rarely work but planning does. Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting. To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, completed the Certified Benefits Professional program, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota. His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for Delta Air Lines and for UnitedHealth Group, and as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings. Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages 6-15. They are members at Oakwood Community Church in Waconia. Luke also serves as a Board Member and the Treasurer of the Waconia public school district. Luke is a native Minnesotan, having grown up in the Elk River area.

General retirement planning Social Security optimization Executive Founder/Business Owner Baby Boomers (Born 1946-1964)
user avatar

Arch S

Series 63, Series 65

Plymouth, MN

Spencer Financial Advisors

Active portfolio management Options & derivatives strategies Concentrated stock management Real estate investing
user avatar

Ralph H

Series 63

Minnetrista, MN

Harrison Capital Management LLC

General retirement planning
user avatar

Jon B

CFA®

Minnetonka, MN

Longship Advisers, LLC

Private / alternative investments
user avatar

Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
user avatar

Donovan C

Series 65

St. Louis Park, MN

Carson Capital

Real estate investing Retirement income strategy Wealth management Founder/Business Owner Executive Self-Employed
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")