Stoffel Financial Advisors offers financial planning services to individuals, trusts, and retirement plans. Stoffel Financial tailors recommendations to each client's financial position, goals, risk tolerance, and investment objectives. Stoffel Financial specializes in retirement income plans for clients within 5-10 years of retirement or already retired. Advisors are also registered representatives of LPL Financial and may recommend LPL for plan implementation, which could result in commissions or advisory fees.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning based on net worth:
- $0 - $250,000: $500
- $250,001 - $999,999: $1,000
- $1,000,000 and above: $1,500
- Hourly planning/consulting: $250 per hour. An estimate of the total hours needed will be provided after the initial consultation, but this is subject to change based on the complexity of your plan.
One-Time Plan:$500 - $1,500
Hourly Rate:$250/hr
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