A complete list of active advisors currently associated with Pitzl Financial
Warmer can help you find a great advisor at Pitzl Financial or one who fits your needs even better.
Pitzl Financial provides investment management and financial planning to individuals, trusts, charitable organizations, businesses and qualified retirement plans, managing roughly $498 million for about 394 clients with a four-person advisory team. Services include discretionary portfolio management, written financial planning delivered through a customized "Financial Playbook," and consulting on tax, estate, insurance and retirement matters. The firm’s investment approach is rooted in Modern Portfolio Theory and a long-term, buy-and-hold orientation, emphasizing diversified, passively managed asset-class mutual funds—primarily funds offered by Dimensional Fund Advisors—supplemented with ETFs or individual securities when appropriate. Pitzl Financial uses portfolio modeling and Monte Carlo analysis to set allocations, conducts periodic (at least quarterly) reviews, and may delegate management of laddered fixed-income portfolios to a third‑party fixed income manager under discretionary authority. A noteworthy operational feature is the firm’s affiliation with the accounting firm Pitzl & Pitzl, PA; the brochure discloses reciprocal referrals, conflict‑of‑interest mitigation, and that the adviser may, at its discretion, pay tax-preparation fees for clients who use that CPA, while clients remain free to use other providers. The firm also contracts with Focus Partners Advisor Solutions for trade processing, reporting and fixed-income sub‑advisory services, and offers a cash-aggregation service (Flourish Cash) alongside its Financial Playbook, which together shape its implementation and back‑office model.
To learn more about the advisors currently working at Pitzl Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Arden Hills, MN
| 5
| |
Arden Hills, MN
| 27
| |
Arden Hills, MN
| 3
| |
Arden Hills, MN
| 12
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)