Timothy Michael Stolz
Investment adviser representative at Bestgate Wealth Advisors, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$162.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Bestgate Wealth Advisors, LLCMar 2019 to now
- Bestgate Tax & Accounting Advisors, LLCDec 2017 to now
- Surepath Wealth ManagementJun 2018 to Jun 2018
- Court Place AdvisorsJan 2018 to May 2018
- Mclean, Koehler, Sparks & HammondAug 2008 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
Bestgate Wealth Advisors, LLC
$162.4MAssets managed
118Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6896913
- Firm CRD
- 301639