STALWART FINANCIAL PLANNING

Overview

Stalwart Financial Planning operates as a small, independent RIA structured as a sole proprietorship. The firm focuses on fee-based financial planning and portfolio management for individuals and small businesses, and it also runs educational seminars and workshops. Its investment posture is equity-oriented: the firm places the bulk of client assets into exchange-traded equities and uses separate managed account structures to deliver tailored equity exposures. Fee arrangements are flexible — percentage of AUM, hourly, and fixed-fee engagements are all used depending on client needs. Despite its boutique scale, Stalwart serves both individual/family and institutional clients, suggesting it blends straightforward retail planning with capacity to manage more customized accounts for smaller institutions or closely held business owners. Active ESG investing is not a stated focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices