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Stordahl Capital Management, Inc.

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning Medicare planning General tax planning Charitable giving & philanthropy

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Fee options

Percentage

$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

Project-based

Up to $500 per hour for Financial Planning & Consulting services

Other

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

Advisors at this firm

user avatar

Noah K

Series 66, Series 63

Greenwood Village, CO

Stordahl Capital Management, Inc.

Noah Krier is a financial advisor at Stordahl Capital Management, Inc. with three years of industry experience. He previously worked at Charles Schwab and has held various roles including positions at Colorado State University and the City of Fort Collins. Krier holds Series 66 and Series 63 credentials. 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 follows an evidence-based investment philosophy emphasizing strategic asset allocation, global diversification, and periodic rebalancing across a range of model portfolios.

General retirement planning Income planning Medicare planning General tax planning Charitable giving & philanthropy
user avatar

Lauren P

Series 65

Greenwood Village, CO

Stordahl Capital Management, Inc.

Lauren Procknow is a financial advisor at Stordahl Capital Management, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealthspire Advisors LLC and experience in the retail sector. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with global diversification and tax-aware portfolio construction, managing approximately $612 million in client assets across seven model strategies.

General retirement planning Income planning Medicare planning General tax planning Charitable giving & philanthropy
user avatar

William S

CFP®, Series 63, Series 65

Greenwood Village, CO

Stordahl Capital Management, Inc.

William Stordahl is a CFP® with 33 years of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc., where he has worked since 2017. Prior to that, he was with Wells Fargo Advisors Financial Network LLC for eight years. Stordahl Capital Management is an independent wealth management firm overseeing approximately $612 million in client assets. The firm serves individuals, high-net-worth families, trusts, retirement plans, and institutions, employing an evidence-based, passive investment approach focused on global diversification, tax-aware portfolio construction, and the use of ETFs and mutual funds.

General retirement planning Income planning Medicare planning General tax planning Charitable giving & philanthropy
user avatar

Olivia S

CFP®, Series 63

Greenwood Village, CO

Stordahl Capital Management, Inc.

Olivia Stordahl is a CFP® with one year of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc. She previously worked at Dimensional Fund Advisors and has a background that includes four years at the University of Arizona. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with a focus on global diversification, tax-aware portfolio construction, and long-term management across multiple model strategies.

General retirement planning Income planning Medicare planning General tax planning Charitable giving & philanthropy
user avatar

Michel S

CFP®, Series 65

Greenwood Village, CO

Stordahl Capital Management, Inc.

Michel Swanson is a CFP® and Series 65-licensed advisor at Stordahl Capital Management, Inc. with five years of industry experience. Prior to joining Stordahl Capital Management, he worked at Diversified Asset Management and held teaching positions at the University of Colorado and Pikes Peak Community College. Stordahl Capital Management serves individuals, high-net-worth families, trusts, estates, and corporate clients with financial planning, retirement plan consulting, and discretionary portfolio management. The firm employs an evidence-based investment approach focused on strategic asset allocation, global diversification, and use of ETFs and mutual funds, managing approximately $676 million across a six-advisor team.

General retirement planning Income planning Medicare planning General tax planning Charitable giving & philanthropy
user avatar

Matthew K

CFP®, Series 65

Greenwood Village, CO

Stordahl Capital Management, Inc.

Matthew Knuth is a CFP® with five years of industry experience, currently serving as a financial advisor at Stordahl Capital Management, Inc. He previously worked at Valenta Capital Management, LLC, Nelson, Van Denburg & Campbell Wealth Management, LLC, and has held roles outside the financial sector including positions at Edina Country Club and United Way of the Midlands. Stordahl Capital Management provides financial planning, retirement plan consulting, and discretionary portfolio management to individuals, high-net-worth families, trusts, estates, and corporate clients. The firm employs an evidence-based investment approach focusing on strategic asset allocation, global diversification, and the use of ETFs and mutual funds, managing approximately $676 million in assets across a six-advisor team.

General retirement planning Income planning Medicare planning General tax planning Charitable giving & philanthropy
View complete list of advisors at this firm
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