STORDAHL CAPITAL MANAGEMENT, INC.
SEC RegisteredLive a Life Full of New Possibilities in Retirement
About the firm
Stordahl Capital Management is a fee-only, fiduciary financial planning firm located in Greenwood Village, Colorado, specializing exclusively in retirement planning. Founded as an independent advisory practice in 2009 and reorganized in 2017, the firm provides life-centered financial planning and low-cost investment management to pre-retirees and retirees in the Denver area and nationwide.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and low-cost investment management strategies, including retirement account distributions, Social Security timing, and life-centered planning. The firm uses a passive investment approach with low-cost ETFs and Dimensional mutual funds.
Who they serve
Individuals who are already retired or approaching retirement (typically within ten years), who are prudent savers and have accumulated retirement savings of at least $2,000,000.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 124 | $42M |
| High Net Worth Individuals | 173 | $491M |
| Charitable Organizations | 4 | $18M |
| State/Municipal Entities | 19 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $1,000,000 | 0.50% |
| Above $5,000,000 | 0.00% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STORDAHL CAPITAL MANAGEMENT, INC. 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.