Stalt Financial, LLC

RIAState Registered

Total AUM

$21.1M

Discretionary

$21.1M

100% of AUM

Avg account

$180K

Accounts

117

Employees

Advisory reps

Firm details

Headquarters: Troy, Michigan
CRD number: 330522
Custodians: SEI INVESTMENTS DISTRIBUTION CO., BETTERMENT, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.59%
Individuals33.41%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stalt Financial, LLC is an independent RIA organized as an LLC and owned by an individual practitioner. The firm serves primarily individuals and families, offering financial planning and portfolio management tailored to individuals and small businesses. Compensation is blended: percentage of AUM combined with hourly and fixed fees, and the firm also operates as an insurance broker, which aligns with its use of annuity products. The adviser reports no emphasis on ESG strategies and operates from a single state registration in Michigan.