Darrell Stoner
Darrell Stoner is a ChFC-designated registered investment advisor at Geneos Wealth Management, INC., based in Erie, PA, with 43 years of industry experience. Darrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 14,112 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneos offers investment management services where representatives continuously monitor your account and make trades when necessary. This is offered under the VIP program, where you pay transaction charges separately, and the VIP Ultra and Axiom wrap fee programs, where advisory and transaction services are bundled into one fee. The annual fee ranges from 0.00% to 2.50% of your portfolio, with a minimum fee of 0.50%. Fees and fee structures vary by representative. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50%, 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable.
Location
410 Cranberry Street, Suite 340, Erie, PA, 16507
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2026Other Business ActivitiesSells Insurance
Darrell operates under the name Stoner Financial Management, which is not investment-related. He is also an independent representative with various insurance carriers for fixed insurance sales.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Vestax Securities CorporationBroker
Locust Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
Locust Street Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.