Stites Financial Consulting
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$105,200,000
Total clients
214
25% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
107
Average account size
$491,589
Client services
Fee options
0.90% annually on all assets under management
Investment Adviser Representatives receive external compensation (commissions) from sales of commission-based products such as life, health, disability, and long-term care insurance, representing approximately 1-5% of compensation for certain representatives.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Stites Financial Consulting
9516 Clay Station Road
Wilton CA 95693, United States
Number of offices
1
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