Pitzl Financial

Pitzl Financial, LLC is a registered investment adviser providing advisory services since 2014. The firm manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans, primarily recommending portfolios of passively managed asset class and index mutual funds, including those offered by Dimensional Fund Advisors (DFA). Pitzl Financial, LLC may also use exchange-traded funds, individual equities, and actively managed mutual funds at its discretion. The firm offers financial planning services, including detailed financial reports and customized Financial Playbooks. Clients can engage in the HYPE program for automated investment services. Pitzl Financial, LLC charges an annual fee based on a percentage of assets under management, with fees negotiable for financial planning services. The firm does not charge performance-based fees and acts in a fiduciary capacity, placing clients' interests first. Clients have investment discretion and receive quarterly performance reports. Pitzl Financial, LLC does not vote proxies on behalf of clients and does not participate in legal proceedings involving client securities. The firm has no financial commitments impairing its ability to meet client obligations. For more information, visit www.pitzlfinancial.com.