# Stiles Financial Services, Inc.

> Stiles Financial Services, Inc. is an SEC-registered investment advisory firm in Edina, MN, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 117023
- Filed as: STILES FINANCIAL SERVICES, INC.
- Legal name: Stiles Financial Services Incorporated
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117023
- AdvisorCensus page: https://advisorcensus.com/firm/stiles-financial-services-inc-edina-mn-117023

## Quick answers

**How is Stiles Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Stiles Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**How much does Stiles Financial Services, Inc. charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $200 to $500 an hour (Project work or additional ad hoc Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stiles Financial Services, Inc. located?**
Stiles Financial Services, Inc.'s principal office is in Edina, MN, according to its Form ADV.

**Is Stiles Financial Services, Inc. registered with the SEC or a state?**
Stiles Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 117023.

**How much does Stiles Financial Services, Inc. manage?**
Stiles Financial Services, Inc. reports $548,748,527 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Stiles Financial Services, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Stiles Financial Services, Inc.: Regulatory assets under management: $206,599,169 in the October 2021 data and $548,748,527 in the October 2026 data, up 166%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stiles Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (104); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Stiles Financial Services, Inc. use?**
Stiles Financial Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Stiles Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117023

**What changed in Stiles Financial Services, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $439,250,499 to $548,748,527 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Hourly rate: $200 to $500 an hour (Project work or additional ad hoc Financial Planning)

> Additionally, a fee for Project work or additional ad hoc Financial Planning ranging from $200 to $500 per hour can be charged for special activities and projects.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $548,748,527
- Discretionary: $547,871,643
- Non-discretionary: $876,884

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $50,342,222 |
| High net worth individuals | 104 | $432,968,888 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $40,188,320 |
| Charitable organizations | 3 | $1,058,725 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $24,190,372 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, IN, MN, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- citylifestyle.com/businesses/stiles-financial-2691751
- stilesfinancial.com
- Facebook @StilesFinancialServicesInc
- Instagram @stiles_financial
- LinkedIn @1463857
- LinkedIn @stiles-financial-services-inc.
- YouTube @StilesFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $206,599,169 | 8 | August 7, 2021 |
| October 2022 | $339,527,370 | 8 | March 17, 2022 |
| October 2023 | $311,597,568 | 11 | March 31, 2023 |
| October 2024 | $369,340,457 | 10 | July 17, 2024 |
| October 2025 | $439,250,499 | 9 | May 16, 2025 |
| October 2026 | $548,748,527 | 12 | March 23, 2026 |

Regulatory assets under management: $206,599,169 in the October 2021 data and $548,748,527 in the October 2026 data, up 166%.
Total employees: 8 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $439,250,499 to $548,748,527 (+25%).

### December 2025
- Employees performing advisory functions went from 5 to 8.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stiles Financial Services, Inc. (CRD 117023): Form ADV filing data as of October 2026.