Timothy Stolz has held the title Member at Bestgate Wealth Advisors since August 2018, is a control person of the firm and directly owns under 5% of it. Timothy Stolz holds a Bachelor's of Science in Accounting from Towson University and a Master's of Science in Taxation from American University.
Bestgate Wealth Advisors, LLC is a Frederick, MD firm with $162M under management, 118 clients and 3 advisers in one office, as of its February 2026 filing.
Tim Stolz is Co-Founder and Advisor of Bestgate Wealth Advisors. He has over fifteen years of financial services and tax experience. His work covers financial and tax planning for businesses, individuals, trusts and estates, long-term financial and cash flow strategies, and business succession planning, including the purchase and sale of private businesses.
Timothy Stolz’s longest registration is the current one, 7 years at Bestgate Wealth Advisors since 2019. Before joining Bestgate Wealth Advisors in 2019, Timothy Stolz was registered through Surepath Wealth Management and Court Place Advisors LLC.
- – present · 7 yearsFrederick, MD · Adviser representative · Firm CRD 301639
- Surepath Wealth Management– · under a yearFrederick, MD · Adviser representative · Firm CRD 283458
- Court Place Advisors LLC– · under a yearEllicott City, MD · Adviser representative · Firm CRD 108545
Professional designations
Listed by Bestgate Wealth Advisors
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Timothy Stolz is registered as an investment adviser representative in Maryland, since June 2019.
- MarylandSince 17 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Michael Stolz
- CRD
- 6896913
- Firm
- Bestgate Wealth Advisors · CRD 301639
- Role
- Member
- Office
- 5100 Buckeystown Pike Ste 290, STE 202, Frederick, MD 21704
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bestgatewealth.com
Where does Timothy Stolz work?
Timothy Stolz has held the title Member at Bestgate Wealth Advisors, LLC since August 2018, and is a control person of the firm.
Is Timothy Stolz a financial advisor?
Yes. Timothy Stolz has a current investment-adviser registration in Maryland, through Bestgate Wealth Advisors since June 2019.
How many years of experience does Timothy Stolz have?
Timothy Stolz has 7 years in the financial industry, since January 2019, across 3 adviser firms.
What exams has Timothy Stolz passed?
Timothy Stolz passed the Series 65 in December 2017.
Where did Timothy Stolz work before Bestgate Wealth Advisors?
Before Bestgate Wealth Advisors, Timothy Stolz was registered through Surepath Wealth Management, June 2018 to June 2018; Court Place Advisors LLC, January 2018 to May 2018.
Where is Timothy Stolz based?
Timothy Stolz’s registered office is in Frederick, MD.
Is Timothy Stolz registered with FINRA?
No. Timothy Stolz has no current broker registration.
Is Timothy Stolz a CFP?
Bestgate Wealth Advisors lists Timothy Stolz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Tim Stolz, CPA, CFP®, MTAX biography, bestgatewealth.com
How can I verify Timothy Stolz’s record?
Search CRD 6896913 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Stolz’s full registration record.
