STAGNER FINANCIAL ADVISORY

Overview

Stagner Financial Advisory is an LLC owned by an individual that provides fee-based investment advice to individuals and families. The firm charges a percentage-of-AUM fee and focuses on portfolio management for individuals and small businesses, with pension consulting listed among its advisory offerings. It does not describe itself as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a capital allocator. Stagner maintains professional connections with accountants and an insurance company, which suggests coordination with tax and insurance specialists as part of client service. Custody of client assets is centralized with Charles Schwab & Co., Inc.

Assets & Accounts

Investments & Alternatives