Elizabeth Stamatakos
Elizabeth Stamatakos is a CFP-designated registered investment advisor at A to Z Financial Planning LLC, based in Oak Creek, WI, with 10 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 183 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
7071 S. 13th Street, Suite 104, Oak Creek, WI, 53154-1466
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
A to Z Financial Planning LLC
State Registrations2 states
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