Stephen Foltz
Stephen Foltz is a registered investment advisor at Mathies Financial Partners, based in Colorado Springs, CO, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 296 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mathies Financial Partners does not directly manage your investments. Instead, they connect you with third-party money managers. These managers charge fees ranging from 0.85% to 1.70% annually, depending on the amount of assets managed and the investment strategy you choose. Mathies Financial Partners receives a portion of this fee from the third-party manager. You will not pay Mathies Financial Partners directly for the referral.
Location
2860 S Circle Drive #320, Colorado Springs, CO, 80906
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Regulatory History (1)
Regulatory
August 2018Employment History
Current Registrations
Mathies Financial Partners
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.