STALT FINANCIAL, LLC

Overview

Stalt Financial, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily for individuals and families. The firm is structured as a limited liability company and is owned by an individual. Stalt Financial does not act as a capital allocator and does not engage in multi-state advisory activities. The firm has established a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees, allowing for flexibility in how clients are billed. Additionally, Stalt Financial functions as an insurance broker, further diversifying its service offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices