Edward Jones
41yrs
Top advisor by experience in Maricopa
5yrs
Kevin Stultz
Financial advisor at Strategic Advisers
Based in Maricopa, Arizona, Kevin Stultz is a fiduciary financial advisor with 5 years of industry experience. Kevin has been with Strategic Advisers since 2025; before that, Kevin spent a year at Fidelity Personal and Workplace Advisors and less than a year at Merrill. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 15 advisors with offices in Maricopa, and one of 14 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeMaricopa, AZ
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Jan 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jan 2023 – Jul 2023MerrillPreviously
Contact Kevin
(617) 563-7000Firm headquarters in Boston, MA. Ask for Kevin. Maricopa, AZOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kevin
How do I contact Kevin?
Call Strategic Advisers at (617) 563-7000 and ask for Kevin Stultz. Kevin works from the Maricopa, AZ office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Kevin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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