Pitzl Financial
SEC RegisteredForever Standing on the Side of our Clients
About the firm
Pitzl Financial is a Minneapolis - St. Paul based fee-only financial planning and wealth management firm. We combine objective financial planning with disciplined investing to Design, Build, and Protect your assets through all of life's transitions. We are an independent, fee-only financial planning and investment management firm, and we stand for everything Wall Street does not.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive and coordinated financial planning and investment management in a bundled offering, including financial planning, investment philosophy and discipline, tax planning, and the Your Personal Boardroom™ approach. Fees are based on assets under management/advisement. The firm does not manage investments without engaging in the financial planning process.
Who they serve
Individuals and families seeking financial planning and investment management, including those managing incentive stock compensation, navigating retirement transitions, or ensuring appropriate investment allocation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 211 | $95M |
| High Net Worth Individuals | 183 | $396M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the first $2,000,000 | 1.00% |
| On the next $3,000,000 | 0.75% |
| On the next $5,000,000 | 0.50% |
| Above $10,000,000 | 0.25% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pitzl Financial has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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