Stalt Financial, LLC

Overview

Stalt Financial, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Stalt also operates as an insurance broker, which is reflected in its product mix and fee options. Its fee schedule is flexible: clients may be charged a percentage of assets under management, hourly fees, or fixed fees depending on the engagement. The firm does not identify as an active ESG investor, does not advertise multi-state advisory status, and is not positioned as a pension consultant or capital allocator.

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Public Holdings

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Location & Offices