Stolz & Associates, Ps
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$275,967,779
Clients
193
33% high-net worth
Advisors
3
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
64
HighAverage account size
$1,429,885
About
Stolz & Associates, PS advises individuals—including high net worth clients—families, and retirement plans, offering wealth management, comprehensive financial planning, and retirement plan consulting. The firm reports approximately $282 million in assets under management across about 193 client relationships and provides both discretionary and non‑discretionary portfolio management.
The firm’s investment approach emphasizes long‑term investing and building diversified, lower‑cost portfolios using mutual funds, ETFs and individual stocks and bonds, with accounts reviewed at least annually and rebalanced as appropriate. Its methods include fundamental and technical analysis, and it states it acts as a fiduciary when providing retirement account advice and rollover recommendations.
Compared with many peers, Stolz & Associates is notable for acting as a wrap‑fee program sponsor and for recently disclosing a promoter relationship—arrangements that are uncommon among similarly supported advisers. The advisory team also includes professionals holding CFP and CFA designations and combines traditional wealth management with retirement‑plan fiduciary consulting and participant‑level services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.40% $5,000,001+: 0.20%
Main office location
Stolz & Associates, Ps
3102 Ruston Way, Suite A
Tacoma WA 98402, United States
Number of offices
1
Most active in
California · Nebraska · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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