Fee-only adviser · Lancaster, PA
Stahl Wealth Management, LLC
Stahl Wealth Management, LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Lancaster, Pennsylvania. On its latest Form ADV, filed March 30, 2026, it reports $65M in regulatory assets under management, 58 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 310827 |
| Office | 911 State Street Suite 214 Lancaster, PA 17603 |
| Phone | (717) 222-7547 |
| Website | Not listed |
| Regulatory assets under management | $65M ($61M discretionary) |
| Individual clients | 25 non-high-net-worth, 33 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Other |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lancaster
- Vantus Wealth $440M
- RKL Private Wealth $2.5B
- Mangolds Investment Advisors Inc. $65M
- Psi Capital Management $385M
- Atwater Malick $687M
- Odyssey Group Wealth Advisors $421M
See all 17 fee-only advisers in Lancaster →
Nearby
- Smoketown 1 firm
- Leola 2 firms
- Lititz 1 firm
- Strasburg 1 firm
- Mount Joy 1 firm
- Lebanon 1 firm
- Elizabethtown 1 firm
- York 2 firms
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