Stolz & Associates, PS provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Stolz & Associates, PS reports 193 clients. They include 130 individual clients and 63 high-net-worth individuals. Of its assets, 89.7% ($253M across 496 accounts) are managed with discretion; $29M across 72 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 24% |
| High-net-worth individuals | 33% | 74% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 130 | $67.3M | 23.8% | $518K |
| High-net-worth individuals | 63 | $209M | 74.0% | $3.31M |
| Pension and profit-sharing plans | Fewer than 5 | $6.23M | 2.2% | — |
| Total | 193 | $282M | 100% | — |
- Clients
- 130
- Regulatory AUM
- $67.3M
- AUM share
- 23.8%
- Avg. per client
- $518K
- Clients
- 63
- Regulatory AUM
- $209M
- AUM share
- 74.0%
- Avg. per client
- $3.31M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.23M
- AUM share
- 2.2%
- Avg. per client
- —
Total
- Clients
- 193
- Regulatory AUM
- $282M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Stolz & Associates, PS charges 0.20%–1.25% a year for its Wealth Management Fees. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
Andrew Stolz owns 50% to 75% of Stolz & Associates, PS. The leadership team of Stolz & Associates, PS includes President Michelle Robinson and Chief Investment Officer Andrew Stolz. It has 5 employees, 3 of them in advisory roles.
Leadership
- Michelle RobinsonVice President and Chief Compliance Officer
- Andrew StolzPresident and Chief Investment Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Derek Christopher Dzingle
- Michelle Teresa Robinson
- Andrew Christopher Stolz
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Stolz & Associates, PS
Andrew Stolz
Control person · since December 2021
- Owns 25% to 50% of Stolz & Associates, PS
Michelle Robinson
Control person · since October 2007
Stolz & Associates, PS’s regulatory assets grew 2.1× from $134M (February 2021) to $282M (September 2026); clients rose from 121 to 193 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $282M | 193 | 5 | 1 |
| March 2025 | $230M | 186 | 4 | 1 |
| April 2024 | $199M | 171 | 6 | 1 |
| April 2023 | $156M | 158 | 5 | 1 |
| February 2022 | $170M | 142 | 4 | 1 |
| February 2021 | $134M | 121 | 4 | 1 |
Besides its headquarters, Stolz & Associates, PS has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 3102 Ruston Way, Suite A, TacomaHQ
Contact and registration details
- Legal name
- Stolz & Associates, PS
- Headquarters
- 3102 Ruston Way, Suite A, Tacoma, WA 98402
- Website
- stolzassoc.com
- Phone
- 253-272-3441
- @stolz-&-associates-ps
- SEC file
- 801-117720
- Founded
- 2001
- Structure
- Washington corporation
- Fiscal year end
- December
Stolz & Associates, PS uses Charles Schwab ($253M) as custodian for its separately managed accounts. Stolz & Associates, PS does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $253M100%
At year end, Stolz & Associates, PS’s separately managed accounts were mostly in funds (84%). Its reported 13F holdings for the quarter ended 30 June 2026 total $160M across 32 positions; the largest are Dimensional ETF Trust (19.9%), American Centy ETF TR (13.0%) and Dimensional ETF Trust (12.9%).
What the accounts hold
- Stocks8%
- Exchange-traded equities7%
- Non-exchange-traded equities1%
- Funds84%
- Registered funds83%
- Pooled vehicles1%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
Filed values cover 97%. The neutral 3% gap has no reported category.
Reported 13F holdings
- $160M
- Reported 13F value
- 32
- Positions
- 92.1%
- In the 10 largest
- +11.8%
- Value vs. prior quarter
- Dimensional ETF Trust · US High Prof ETF19.9%
- American Centy ETF TR · US Sml CP Valu13.0%
- Dimensional ETF Trust · Glob CO Plus ETF12.9%
- Dimensional ETF Trust · Intl High Profit9.8%
- iShares TR · Trust Ishare 0-17.7%
- Dimensional ETF Trust · Emgr Cre EQT Mng7.5%
- Vanguard Scottsdale Fds · Int-term Corp.7.2%
- iShares TR · US Treas BD ETF7.1%
- American Centy ETF TR · Intl Smcp Vlu5.4%
- Dimensional ETF Trust · US Cor Equ 2 ETF1.5%
Together, the ten largest are 92.1% of reported value.
How many clients does Stolz & Associates, PS have?
Stolz & Associates, PS has 193 clients and manages $282 million for them, as of September 2026. They include 130 individual clients and 63 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026
What services does Stolz & Associates, PS offer?
Stolz & Associates, PS provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, divorce planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Stolz & Associates, PS charge?
Stolz & Associates, PS charges 0.20%–1.25% a year for its Wealth Management Fees. The fee is billed in advance or in arrears and is negotiable.
Source: 09 11 2026 SZA FORM ADV PART 2A AND 2B FINAL, filed 11 September 2026
Which custodians does Stolz & Associates, PS use?
Stolz & Associates, PS’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $253M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 September 2026
How many financial advisors does Stolz & Associates, PS have?
Stolz & Associates, PS has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Stolz & Associates, PS invest in?
At the end of its last fiscal year, Stolz & Associates, PS’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 2% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stolz & Associates, PS?
Stolz & Associates, PS’s direct owners are Michelle Robinson (25% to 50%) and Andrew Stolz (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 September 2026
How does Stolz & Associates, PS get paid?
Stolz & Associates, PS is paid through a percentage of assets under management. Its Form ADV lists no commissions or 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 Stolz & Associates, PS?
Stolz & Associates, PS’s main office is at 3102 Ruston Way, Suite A, Tacoma, WA 98402. Its phone number is 253-272-3441. Its website is stolzassoc.com.