Stryker Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,800,000
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
53
11% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
53
HighAverage account size
$241,509
About
Stryker Financial provides financial planning and portfolio management for individuals, high‑net‑worth clients, and small businesses, and also serves pension and profit‑sharing plans. The firm manages approximately $15.1 million in client assets across roughly 53 relationships and also offers pension consulting through third‑party administrators and sales of life, health, disability, long‑term care and annuity insurance products.
The firm manages client accounts primarily on a non‑discretionary basis, requiring client approval for transactions and conducting semi‑annual account reviews while tailoring plans to each client’s priorities such as retirement, education funding, and tax coordination with outside tax professionals. Its investment process emphasizes fundamental analysis and long‑term strategies, and it uses tools like Money Tree and Vanguard Advisor portfolio construction to align allocations with client risk tolerances.
Stryker Financial is distinctive among peers for the combination of primarily non‑discretionary asset management and explicit pension consulting and in‑service 401(k) work offered without separate fees—services that are relatively uncommon for independent advisers of this size. The adviser is also a licensed insurance broker who receives commissions on insurance product sales, a disclosed conflict of interest clients should consider when reviewing recommendations.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Fee options
Financial planning fees: New Family (express): $300; Comprehensive: $500
$0 - $1,750,000: 0.85% quarterly (3.4% annually) $1,750,001 - $3,000,000: 0.70% quarterly (2.8% annually) $3,000,001 - $5,000,000: 0.60% quarterly (2.4% annually) $5,000,001+: 0.55% quarterly (2.2% annually)
Commission from sale of insurance products; no commissions from sale of securities
Main office location
Stryker Financial
1900 Powell Street, Suite 700
Emeryville CA 94608, United States
Number of offices
1
Most active in
Stryker Financial has reported serving >5 clients in these states in the last 12 months.
Nevada · North Carolina · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
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