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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Pitzl Financial, LLC 3 years, 1 month May 2014 - Present
Intelligent Financial Strategies 6 years, 9 months Sep 2010 - Present
Intelligent Financial Strategies 3 years, 9 months Sep 2010 - Jun 2014
Mindful Asset Planning 1 year, 9 months Dec 2008 - Sep 2010
Mindful Asset Planning 1 year, 9 months Dec 2008 - Sep 2010
Gen Financial Management 1 year, 5 months Jul 2007 - Dec 2008
Accredited Investors 6 years, 5 months Jan 2001 - Jun 2007

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Joseph Pitzl

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
I'm the only employee of my S-Corp and am trying to ascertain whether it's worth having both a Solo 401k & a SEP IRA.
Samuel - based on the info you provided, it seems that the Solo 401k will make the most sense. The formula for calculating the max profit-sharing contribution to your Solo 401k is the same as the SEP formula, but the 401k allows the additional employee contribution as well. As such, what you have ou...  (more)
Answered Nov 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jun 2, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 5, 2014
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on June 3, 2017
      • $44.5M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 60
        number of clients
      • $741.7K
        Estimated Average Account Balance Per Client

    Pitzl Financial

    Last updated on Oct. 5, 2016
      • $59.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 401
        Accounts
      • $147.6K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees