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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-03-2024
- Office Locations
- 1
Office Locations
About Stalt Financial, LLC
Stalt Financial is a fiduciary planning and wealth management firm serving households across life stages—from building a foundation to retirement income and legacy planning. Services include holistic financial planning, tax and insurance strategy, estate/charitable planning, and portfolio construction. The firm emphasizes a tech-enabled, visual view of the full financial picture and, per public disclosures, primarily implements portfolios using ETFs.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Catherine Noelle Toone
Chief Compliance Officer, Co-founder, Founder
- CRD
- #6921512
- Ownership
- 25% but less than 50%
Daniel Brian Zech
Co-founder
- CRD
- #6719120
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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