Stacy Sheetz is a registered investment advisor at Stadia Financial LLC, based in Kamuela, HI, with 1 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10M+ | 0.65% |
Fee Estimator
Location
65-1230 Mamalahoa Hwy, Suite D-21, Kamuela, HI, 96743
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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
Stadia Financial LLC
State Registrations1 state
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