Stryker Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,800,000
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
53
11% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
53
HighAverage account size
$241,509
About
The firm provides ongoing portfolio management and comprehensive financial planning for individuals, families, and business owners, addressing retirement planning, education funding, insurance and estate considerations. It also advises on employer‑sponsored plans and college‑savings vehicles, including 529 plans and in‑service 401(k) arrangements.
Investment advice is delivered on a non‑discretionary basis, with an investment policy statement developed for each client and transactions executed only with client approval; the brochure reports roughly $15.1 million managed as non‑discretionary assets. The firm’s process emphasizes fundamental analysis and long‑term planning, using tools such as Money Tree Silver Planner and Vanguard Advisor portfolio construction, with semi‑annual reviews for investment accounts and annual reviews for financial plans.
Distinctive aspects include serving pension and profit‑sharing plan clients and offering pension consulting and in‑service 401(k) advisory services — services that are uncommon among peers in this sector. The adviser is also licensed to sell life, health, disability, long‑term care insurance and annuities and discloses receipt of compensation from insurance carriers, which the brochure identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Income planning
Life insurance needs analysis
Long-term care insurance
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Financial Planning Fee: $300 (New Family Plan), $500 (Comprehensive Plan), maximum $500 collected upfront for plans over $500
$0 - $1,750,000: 0.85% annually (85 basis points) $1,750,001 - $3,000,000: 0.70% annually (70 basis points) $3,000,001 - $5,000,000: 0.60% annually (60 basis points) $5,000,001+: 0.55% annually (55 basis points)
Main office location
Stryker Financial
1900 Powell Street, Suite 700
Emeryville CA 94608, United States
Number of offices
1
Most active in
Stryker Financial has reported serving >5 clients in these states in the last 12 months.
Nevada · North Carolina · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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.
Forms ADV
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