Stagner Financial Advisory

Overview

Stagner Financial Advisory is a privately owned limited liability company that operates as a non-independent retail registered investment adviser. The firm focuses on individual and family clients, charging fees based on a percentage of assets under management. Its advisory practice centers on portfolio management for individuals and small businesses and provides pension consulting services. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not currently operate as a multistate adviser. Industry relationships include ties to an accountant and an insurance company.

Assets & Accounts

Investments & Alternatives