A complete list of active advisors currently associated with Stalt Financial, LLC
Warmer can help you find a great advisor at Stalt Financial, LLC or one who fits your needs even better.
Stalt Financial, LLC provides discretionary and non‑discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), business owners, and business entities. The firm reports approximately $21.1 million in assets under management, serves client accounts through institutional custodians, and states it does not impose account minimums for services. Investment decisions are guided by a written Investment Policy Statement for each client and by a mix of proprietary research, third‑party analytics, and diversified ETFs, with the firm noting use of defined‑outcome strategies that may trade some upside potential for downside protection. SFL also uses licensed third‑party model portfolios implemented through a sub‑advisor and digital platforms (including Betterment Advisor Solutions and Smartleaf) and conducts regular reviews with the flexibility to make tactical adjustments when appropriate. Distinctive features include that the firm’s principal owners are licensed insurance agents who may recommend insurance products and receive commissions, a relationship SFL discloses and documents as a potential conflict and seeks to mitigate. The firm’s use of licensed model portfolios, access to third‑party research tools provided through its model provider relationship, and a business‑to‑business partnership offering small business consulting and educational workshops are notable operational features for a small, two‑advisor advisory firm.
To learn more about the advisors currently working at Stalt Financial, LLC, 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 |
|---|---|---|
Troy, MI
| 2
| |
Troy, MI
| 9
|
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