Stordahl Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$532,253,322
Clients
297
Advisors
6
of 11 employees
About
Stordahl Capital Management provides financial planning, consulting, retirement plan consulting, and discretionary portfolio management to individuals, high-net-worth families, trusts, estates, pension and profit‑sharing plans, and corporate clients. The firm reports approximately $676 million in regulatory assets under management and operates with a six‑advisor team serving about 297 client relationships.
The firm follows an evidence‑based investment philosophy grounded in academic research, emphasizing strategic asset allocation, global diversification, use of ETFs and mutual funds, and periodic rebalancing across model portfolios that range from cash and income to aggressive growth. Within that framework SCM offers designated models that include limited exposure to a bitcoin‑linked exchange traded product (IBIT) for clients who are comfortable with heightened volatility, while it does not invest directly in or custody digital assets.
Distinctive features include a formal succession agreement with Focus Partners Wealth, LLC to support continuity and transition planning, and an explicit ERISA‑aware approach to retirement plan consulting alongside individual wealth management. SCM also discloses its institutional relationship with Charles Schwab for custody and execution and the availability of Schwab’s auxiliary services and technology, information that may be material when comparing operational arrangements among peer firms.
Client services
Expertise
Fee options
$0 - $999,999: 1.50% $1,000,000 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $5,000,000: 0.50% $5,000,001+: Negotiable
Up to $500 per hour for Financial Planning & Consulting services
Account minimum: $1,000,000 Fee-only: Hourly fees up to $500/hour; asset-based fees up to 0.25% for certain monitored accounts; Retirement Plan Consulting fees up to 1.00%
Main office
8400 East Crescent Parkway, Suite 420
Greenwood Village CO 80111
Advisors at this office
6
Most active in
Arizona · California · Colorado · Florida · New Hampshire · New Mexico · South Carolina · Texas · Virginia · Washington
Also doing business as
Stordahl Capital Management · Stordahl Capital Management, Inc.
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.
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