A
$49.8M Total AUM
$49.8M Disc. AUM
-- 3Y CAGR
2 Employees
183 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial pioneer
- Established Date
- 07-24-2008
- Office Locations
- 1
Office Locations
7071 S. 13th Street Suite 104 OAK Creek WI
About A TO Z Financial Planning LLC
A to Z Financial Planning LLC is a boutique Oak Creek, WI RIA providing comprehensive financial planning—tax and estate planning, retirement plans, portfolio construction, insurance/life insurance guidance, and business succession support. Investment implementation emphasizes active management using public funds (mutual funds/ETFs) and annuities, including ESG considerations. Custodies through Schwab Alliance.
Team overview
41 AVG AGE
$24.9M AVG AUM / ADVISOR
$272.0K AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
Upgrade to reveal position-level detail across unison peak.
Full visibility includes strategy notes for oak pathway.
Full visibility includes strategy notes for focus beacon frontier.
Unlock to compare peer behavior around meridian signal.
See the complete signal summary connected to oak glacier.
See the complete signal summary connected to peak foundation.
Unlock to compare peer behavior around signal radial.
Request access to benchmark trends tied to peak.
Custodian
Pioneer glacier Eagle fusion
Investment Themes
Optima Glacier north Prime
Investment Vehicles
Timber harbor
Services
Wave optima Legacy Prime Eagle bridge Ember Zenith Legacy beacon Prime
Technology
Ridge crest
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
ELIZABETH F STAMATAKOS
President
- CRD
- #6450777
(941) 346-2534
fusion.legacy@foundationcapital.com
in linkedin.com/in/eagle-pioneer
W
WILLIAM LEE TIEDT
Portfolio Manager
- CRD
- #2443995
(417) 681-7829
foundation.eagle@primecapital.com
in linkedin.com/in/focus-alpha
Showing 2 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,773,725 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,773,725 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $49,773,725
Public Funds:
13.4% Cash:
34.2% Equity - Exchange:
35.7% Other:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $219,469,887 | 13.4% |
| Cash | $560,139,561 | 34.2% |
| Equity - Exchange | $584,707,086 | 35.7% |
| Other | $273,518,441 | 16.7% |
| Total | $1,637,834,975 | 100.0% |