Stordahl Capital Management, Inc.

Stordahl Capital Management, Inc. is an independent wealth management firm established in 2009 under the laws of Colorado, specializing in financial planning, consulting, and asset management services. As a fiduciary, the firm prioritizes clients' best interests and offers services tailored to individual needs. SCM's investment strategy is evidence-based, focusing on market efficiency, global diversification, and minimizing expenses to enhance returns. The firm offers financial planning and consulting services covering cash flow, savings, liability and risk management, estate planning, tax strategies, and investment management. SCM's Comprehensive Wealth Management service includes asset management and financial planning, with fees based on a tiered structure. The firm manages over $424 million in assets as of 12/31/22, with $12.49 million under discretionary management. Clients are encouraged to review the Brochure for detailed information on services, fees, risks, and potential conflicts of interest. SCM does not charge performance-based fees, requires a minimum household asset level of $1 million for new clients, and recommends Charles Schwab & Co., Inc. as a custodian. The firm does not receive referral fees, pays no commissions for client referrals, and does not engage in directed brokerage. Clients have investment discretion, and SCM does not vote client securities. The firm has no disciplinary events and does not provide financial information due to its financial stability and commitment to meeting client obligations.