Stolz & Associates, Ps
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stolz & Associates, PS advises individuals (including high-net-worth clients), families and retirement plans, delivering wealth management, comprehensive financial planning, and retirement plan consulting. The three-advisor firm manages roughly $282 million in client assets and provides both discretionary and non-discretionary portfolio management.
The firm’s stated investment approach centers on long-term investing and constructing diversified, lower-cost portfolios using fundamental and technical analysis, with client portfolios reviewed at least annually and rebalanced as appropriate. Stolz & Associates operates as a fiduciary for retirement accounts, documents rollover recommendations under the special rule, and permits reasonable client-imposed investment restrictions.
Noteworthy disclosures in the brochure include sponsorship of a wrap-fee program, a role that is uncommon among similar supported firms, and a recent material change noting the addition of a promoter relationship. The firm is relatively small but staffed with credentialed advisors (including CFA and CFP designations) and offers an unusually broad range of planning services—such as divorce consulting, corporate and personal tax planning, and fiduciary consulting for plan sponsors.
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
3102 Ruston Way, Suite A
Tacoma WA 98402
Advisors at this office
3
Most active in
California · Nebraska · Washington
Also doing business as
Bayside Asset Management, LLC · Stolz & Associates, Ps
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.
Quick links
Advisors at this firm
Michelle R
CFP®
Tacoma, WA
Stolz & Associates, Ps
Michelle Robinson is a CFP® professional with 16 years of industry experience, currently affiliated with Stolz & Associates, PS since 2001. In addition to her advisory role, she serves as a notary, providing occasional document notarization services to clients at no charge. Stolz & Associates advises individuals, families, and retirement plans, managing approximately $282 million in client assets. The firm emphasizes long-term investing and diversified, lower-cost portfolios, offering comprehensive financial planning and retirement consulting through a team of three credentialed advisors.
Andrew S
CFA®, Series 65, Series 66
Tacoma, WA
Stolz & Associates, Ps
Andrew Stolz is a CFA® charterholder with 10 years of experience in financial advising. He has worked at Stolz & Associates, PS since 2012, with a five-year tenure at BNY Mellon in between. Stolz & Associates, PS advises individuals, families, and retirement plans, managing approximately $282 million in client assets. The firm focuses on long-term investing and diversified, lower-cost portfolios, providing a broad range of financial planning and fiduciary services.
Derek D
CFP®, CFA®, Series 65
Tacoma, WA
Stolz & Associates, Ps
Derek Dzingle is a CFP®, CFA®, and Series 65 credentialed advisor at Stolz & Associates, PS with four years of industry experience. His career includes roles at Mercer and Gonzaga University, as well as entrepreneurial experience with Dzingles Landscaping. Stolz & Associates, PS serves individuals, families, and retirement plans, providing wealth management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $282 million in client assets and emphasizes long-term investing through diversified, lower-cost portfolios with regular reviews and rebalancing.
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