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Russell Thomas Stellfox

Advisor at IAMS Wealth Management, LLC — Tamaqua, PA

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

20 years

Location

Tamaqua, PA 18252

IAMS Wealth Management, LLC logo

IAMS Wealth Management, LLC

Multi-team

Total advisors

53

Across 37 offices

Clients per advisor

30 Very Low

Avg AUM per client

$243,942 Very Low

HNW client ratio

3% Very Low

About

Russell Stellfox is a CFP®-certified financial advisor with 20 years of industry experience. He is currently associated with IAMS Wealth Management, LLC, and has held roles at Stellfox Financial, Senior Planning Group, Calton & Associates, Ameritas Advisory Services, LLC, and Ameritas Investment Corp. Stellfox is also licensed as an independent insurance agent and engages in the sale of fixed insurance products through his ownership of Seasons Change Financial and Senior Planning Group. IAMS Wealth Management, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm manages accounts primarily on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments along with integrated financial planning and consulting services.

Client services

Based on IAMS Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers General consulting services

Expertise

Based on IAMS Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on IAMS Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed financial planning fees up to $10,000; other consulting fixed fees negotiated case-by-case

Percentage

$0 - $500,000: 1.85% annually $500,000 - $1,000,000: 1.70% annually $1,000,000 - $2,000,000: 1.55% annually $2,000,000+: Negotiable

Commissions

Commissions from insurance products and securities sales by dually licensed representatives

Project-based

Up to $300 per hour for specific financial planning or consulting services

Other

Account minimum: $25,000 Minimum fee: $100 per account, per year, prorated monthly ($8.33/month) administrative and technology fee Fee-only: Financial planning fixed fees up to $10,000; hourly fees up to $300/hour

Location

See office

Tamaqua, PA

222 Center Street

Tamaqua PA 18252

Advisors at this office

1

Most active in

Pennsylvania

Work history

20 years of industry experience

Stellfox Financial

2026 - Present • 1 year

Tamaqua, PA

Senior Planning Group

2024 - Present • 2 years

Tamaqua, PA

IAMS Wealth Management

2024 - Present • 2 years

Omaha, NE

Calton & Associates, Inc.

2024 - Present • 2 years

Tampa, FL

Ameritas Advisory Services, LLC

2021 - 2024 • 3 years

Lincoln, NE

Seasons Change Financial

2008 - 2026 • 18 years

Tamaqua, PA

Ameritas Investment Corp

2006 - 2024 • 18 years

Lincoln, NE

Disclosures

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

Business activities & affiliations

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Donald G

Series 63, Series 65

Hazleton, PA

GFS Financial Advisors, LLC

Donald Galade is the principal advisor at GFS Financial Advisors, LLC in Hazleton, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been associated with GFS Financial Advisors since 2010 and also operates Galade Financial Services, Inc., an independent insurance agency providing insurance products and precious metals sales. Additionally, he owns Cheradon and Associates LLC, a business consulting firm focused on employee benefits. GFS Financial Advisors serves individuals and high-net-worth clients with fee-based financial planning and advisory services, primarily acting as a co-advisor and referral intermediary. The firm generally does not manage client portfolios directly but helps clients select third-party money managers while offering a subscription newsletter called Money Matters.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Cash flow / budgeting
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Hari G

Series 66

Ringtown, PA

Omsai Com LLC

Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.

Active portfolio management Options & derivatives strategies Real estate investing General tax planning
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Kevin K

Series 63, Series 65, Series 66

Nesquehoning, PA

3 Edge Asset Management, Lp

Kevin Kenny is a financial advisor at 3EDGE Asset Management, LP with 19 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes positions at Fisher Investments and Northern Lights Distributors, LLC. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and stress testing.

ESG / Sustainable investing Passive / index investing Options & derivatives strategies Real estate investing
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William H

Series 63, Series 65

Orwigsburgh, PA

Wealth Management Associates, Inc.

William Heckman is an investment advisor representative at Wealth Management Associates, Inc. with 28 years of industry experience. He has held roles at Keystone Advisor Group, OSAIC, and Securities America, Inc., and has operated a CPA firm, Heckman & Laudeman LLC, for over three decades. Outside of his advisory work, he is a principal of Keystone Advisor Group, a certified public accounting firm. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term approach and integrates CPA-owned accounting services to coordinate investment and tax advice.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
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David L

Series 63

Orwigsburg, PA

Wealth Management Associates, Inc.

David Laudeman is a financial advisor with Wealth Management Associates, Inc. in Orwigsburg, PA, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at SECURITIES AMERICA, Inc., and Heckman & Laudeman LLC. He serves as treasurer of the Schuylkill Country Club and participates in a local advisory board for M&T Bank. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that integrates accounting services alongside investment management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner
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John K

Series 66

Schuylkill Haven, PA

Geneos Wealth Management, Inc.

John Kiefer is a financial advisor with Geneos Wealth Management, Inc. in Schuylkill Haven, PA, holding a Series 66 designation and 18 years of industry experience. He has been associated with Kiefer Investment Services and Geneos Wealth Management since 2011. Outside of his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies, with options for discretionary trading and customized portfolio management.

ESG / Sustainable investing Options & derivatives strategies
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