Rodney Stone
Rodney Stone is a CFP-designated registered investment advisor at Colorado Financial Service Corporation, based in Greenwood, SC, with 40 years of industry experience. Rodney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable. Amounts over $2,500,000 are negotiable.
Fee Estimator
Location
1138 Reynolds Ave, Greenwood, SC, 29649
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rodney is the president of Stone Accounting & Business Services, Inc. since April 2024, dedicating all of his business hours to accounting and tax preparation services. He also volunteers as treasurer for the South Carolina Jaycee Foundation and as an assistant treasurer for his church, and is an LLC member of Pride Rock Consulting, LLC.
Employment History
Current Registrations
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Previous Registrations
American Classic Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations5 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.
Exams
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