A
$49.8M Total AUM
$49.8M Disc. AUM
-- 3Y CAGR
2 Employees
183 ADV. Clients
17 yrs Firm Age
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- 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
17yrs Firm Age
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Custodian
Pioneer glacier Eagle fusion
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
No owner records available.
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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 | -- |
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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% |