Timothy M. Stolz

BESTGATE WEALTH ADVISORS

Frederick, MD 21704

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CRD#: 6896913

Professional summary

Timothy Michael Stolz, CFP®, who also goes by Tim M Stolz, Timothy M Stolz, is a registered financial advisor currently at BESTGATE WEALTH ADVISORS, LLC located in Frederick, Maryland.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Timothy has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Tax Planning

Comprehensive Financial Planni...

Estate Planning

Investment Planning

Retirement Planning

Do you have an area of expertise or specialization?

AUM

Business Owners

Entrepreneurs

Estate & Generational Planning...

High Net Worth Client Needs

Medical Professionals

Are you a "fiduciary"?

Yes

Aliases

Tim M Stolz | Timothy M Stolz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Timothy M Stolz is a Certified Public Accountant and partner of Bestgate Tax & Accounting Advisors, LLC (BTA). BTA is a CPA firm focused on tax and accounting for small businesses and personal clients. BTA does not provide investment-related services. BTA is located at 5100 Buckeystown Pike Ste 290, Frederick, MD 21704.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Michael Stolz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

June 17, 2019 - Present

BESTGATE WEALTH ADVISORS, LLC

Office #1: 5100 Buckeystown Pike Ste 290 Ste 202, Frederick, MD 21704

RIA

CRD#: 301639

Frederick, MD

Past

June 15, 2018 - June 22, 2018

SUREPATH WEALTH MANAGEMENT

RIA

CRD#: 283458

Frederick, MD

Past

January 4, 2018 - May 25, 2018

COURT PLACE ADVISORS LLC

RIA

CRD#: 108545

ELLICOTT CITY, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BESTGATE WEALTH ADVISORS, LLC

CRD#: 301639 / SEC#: 801-132305

RIA

Registered Investment Advisory firm - (3/28/2025 Approved)

Maryland

Registered Investment Advisory firm - (4/2/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/22/2023 Terminated)

Virginia

Registered Investment Advisory firm - (3/31/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(6/17/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/27/2017

Uniform Investment Adviser Law Examination

Current Firm

BESTGATE WEALTH ADVISORS, LLC

CRD#: 301639 / SEC#: 801-132305

RIA

Registered Investment Advisory firm - (3/28/2025 Approved)

Maryland

Registered Investment Advisory firm - (4/2/2025 Terminated)

Texas

Registered Investment Advisory firm - (3/22/2023 Terminated)

Virginia

Registered Investment Advisory firm - (3/31/2025 Terminated)

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Contact information

Main Address

5100 Buckeystown Pike Ste 290, Frederick, MD 21704

Mailing Address

Phone number

(301) 662-7220

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2A - BESTGATE WEALTH ADVISORS, LLC (2/28/2025)

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 129,204,736

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Timothy M. Stolz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Michael Stolz's CRS (Customer Relationship Summary).

Certified licenses

Experience

BESTGATE WEALTH ADVISORS, LLC

SUREPATH WEALTH MANAGEMENT

COURT PLACE ADVISORS LLC

Primary Firm SEC Registration

BESTGATE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/27/2017

Current Firm

BESTGATE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BESTGATE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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