Stiles Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, and insurance. Financial planning was provided to 26–50 clients last fiscal year.
Stiles Financial Services reports 261 clients. They include 142 individual clients, 104 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 99.8% ($548M across 782 accounts) are managed with discretion; $877K across 11 accounts are not. A wrap fee program the firm both sponsors and manages holds $510M. It advised 15 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 9% |
| High-net-worth individuals | 40% | 79% |
| Pension and profit-sharing plans | 4% | 7% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | <1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 142 | $50.3M | 9.2% | $355K |
| High-net-worth individuals | 104 | $433M | 78.9% | $4.16M |
| Pension and profit-sharing plans | 11 | $40.2M | 7.3% | $3.65M |
| Charitable organizations | 3 | $1.06M | 0.2% | $353K |
| Corporations and other businesses | 1 | $24.2M | 4.4% | $24.2M |
| Total | 261 | $549M | 100% | $2.1M |
- Clients
- 142
- Regulatory AUM
- $50.3M
- AUM share
- 9.2%
- Avg. per client
- $355K
- Clients
- 104
- Regulatory AUM
- $433M
- AUM share
- 78.9%
- Avg. per client
- $4.16M
- Clients
- 11
- Regulatory AUM
- $40.2M
- AUM share
- 7.3%
- Avg. per client
- $3.65M
- Clients
- 3
- Regulatory AUM
- $1.06M
- AUM share
- 0.2%
- Avg. per client
- $353K
- Clients
- 1
- Regulatory AUM
- $24.2M
- AUM share
- 4.4%
- Avg. per client
- $24.2M
Total
- Clients
- 261
- Regulatory AUM
- $549M
- AUM share
- 100%
- Avg. per client
- $2.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 15
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Stiles Financial Services is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial plan
- A comprehensive financial plan generally starts at a $3,000 base fee, which can rise with complexity; 50% is charged up front.
- Portfolio review
- Reviews of non-managed and outside investments cost $4,000 a year for four quarterly reviews, $2,500 for two semi-annual reviews, or $2,000 for one annual review.
- Project and ad hoc planning
- Projects outside a financial plan can cost up to $20,000 depending on complexity; ad hoc planning work is $200 to $500 an hour.
Susan Stiles owns 75% or more of Stiles Financial Services. The leadership team of Stiles Financial Services includes President Jeffery Robbins. It has 12 employees, 8 of them in advisory roles.
Staff
- 12 employees
- 8 in advisory functions
- 8 state-registered reps
- 2 insurance agents
- Owns 75% or more of Stiles Financial Services Incorporated
Susan Stiles
Control person · since August 2000
Stiles Financial Services’ regulatory assets grew 2.7× from $207M (March 2021) to $549M (March 2026); clients rose from 222 to 261 and employees from 8 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $549M | 261 | 12 | 1 |
| May 2025May 2025 | $439M | 250 | 9 | 1 |
| Jul 2024July 2024 | $369M | 226 | 10 | 1 |
| Mar 2023March 2023 | $312M | 218 | 11 | 1 |
| Mar 2022March 2022 | $340M | 192 | 8 | 1 |
| Mar 2021March 2021 | $207M | 222 | 8 | 1 |
Besides its headquarters, Stiles Financial Services has 0 offices, with 1 listed address in 1 state.
Minnesota · 1 listed address
- 7505 Metro BLVD, Suite 510, EdinaHQ
Contact and registration details
- Legal name
- Stiles Financial Services Incorporated
- Headquarters
- 7505 Metro BLVD, Suite 510, Edina, MN 55439
- Website
- stilesfinancial.com
- Phone
- 952-988-0452
- @stiles-financial-services-inc.
- SEC file
- 801-110176
- Founded
- 2000
- Structure
- Minnesota corporation
- Fiscal year end
- December
Stiles Financial Services’ named custodian for separately managed accounts is Fidelity ($485M). Stiles Financial Services does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Cincinnati, OH · $485M100%
At year end, Stiles Financial Services’ separately managed accounts were mostly in stocks (57%) and bonds (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $398M across 183 positions; the largest are Nvidia Corporation (8.1%), Lam Research Corp. Com New (5.3%) and Advanced Micro Devices Inc. (3.2%).
What the accounts hold
- Stocks57%
- Funds15%
- Bonds23%
- Investment grade corporate bonds17%
- U.S. government and agency bonds3%
- State and local bonds3%
- Cash5%
How many clients does Stiles Financial Services have?
Stiles Financial Services has 261 clients and manages $549 million for them, as of March 2026. They include 142 individual clients, 104 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Stiles Financial Services offer?
Stiles Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Stiles Financial Services use?
Stiles Financial Services’ separately managed account assets are held at Fidelity Brokerage Services LLC (Cincinnati, OH), with $485M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Stiles Financial Services have?
Stiles Financial Services has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stiles Financial Services invest in?
At the end of its last fiscal year, Stiles Financial Services’ separately managed accounts held 57% exchange-traded equities, 17% investment grade corporate bonds, 15% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 3% U.S. government and agency bonds and 3% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stiles Financial Services?
Stiles Financial Services’ direct owner is Susan Stiles (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Stiles Financial Services get paid?
Stiles Financial Services is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stiles Financial Services?
Stiles Financial Services’ main office is at 7505 Metro BLVD, Suite 510, Edina, MN 55439. Its phone number is 952-988-0452. Its website is stilesfinancial.com.