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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2014
- Office Locations
- 1
Office Locations
About Pitzl Financial
Pitzl Financial is a Minneapolis–St. Paul area, fee-only financial planning and wealth management firm. They pair objective planning with disciplined, evidence-based investing to help clients design, build, and protect assets through major life transitions, with an emphasis on aligning finances to personal values and building resilient portfolios for real-world cash needs. Their collaborative “Your Personal Boardroom” process positions them as advisors to the family’s CEO(s).
Reported data analysis
What the numbers show
Between February 20, 2025 and February 9, 2026, reported AUM increased 24.5%, from $400.0M to $498.0M.
Across 5 reported observations, AUM increased 78.9% between March 18, 2022 and February 9, 2026, from $278.4M to $498.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 394 clients, or 98.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOSEPH DANIEL PITZL
Chief Compliance Officer, Partner
- CRD
- #4696949
- Ownership
- 50% but less than 75%
JOHN MICHAEL PITZL
President
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
RICHARD ELLIOT HALL
Financial Advisor, General Partner
- CRD
- #3075129
Andi Elizabeth Long
Associate
- CRD
- #7728427
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $497,981,581 | $263,204 |
| Non-Discretionary | $0 | -- |
| Total | $497,981,581 | $263,204 |
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Separately Managed Accounts
SMA allocation detail is available
Pitzl Financial has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.