Matthew
Stahl

Fiat Wealth Management

CRD#4997592
Investment Advisor
in Wayzata, MN

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About this Advisor

Matthew Stahl is a financial advisor based out of Wayzata, Minnesota who has 1 year of industry experience. Stahl is an employee of Fiat Wealth Management. Throughout their career, they have worked at Woodbury Financial Services, Capital Asset Advisory Services, Foundations Investment Advisors LLC, Fiat Wealth Management, Fiat Wealth Managment and Fiat Insurance Services, LLC. Stahl has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota. Fiat Wealth Management is a registered investment firm based in Wayzata, MN. The company has offices in two locations and a total of 14 advisors. It handles $133 million in assets under management between its 1,335 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises one charities and foundations. Of its 1,335 accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets. The firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. Fees billed by Fiat Wealth Management can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1905 Wayzata Blvd Suite 320
Wayzata, MN 55391

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Fiat Wealth Management Brokerage Details

Total Assets Under Management

$133,444,496

MN Average: $5,289,111,388
Total Number of Employees

14

MN Average: 157
Total Number of Accounts

1,335

MN Average: 8,262
Average Account Size

$99,958

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Matthew Stahl Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Fiat Wealth Managment

2020 - Present (4 years)

Foundations Investment Advisors LLC

2019 - Present (5 years)

Fiat Wealth Management

2009 - Present (15 years)

Fiat Insurance Services, LLC

2018 - 2020 (2 years)

Capital Asset Advisory Services

2009 - 2018 (9 years)

Woodbury Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Stahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fiat Wealth Management

Timothy Monson
Wayzata, MN
Ashley Milot
Wayzata, MN
Daniel Colvin
Wayzata, MN
Scott Airey
Wayzata, MN
Darren Lepak
Wayzata, MN
Juan Toran
Wayzata, MN
Bradly Gotto
Wayzata, MN
Mark Kline
Wayzata, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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