Kent Stone is a registered investment advisor at Clutinger Williams & Verhoye INC, based in San Diego, CA, with 23 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 100 clients with $160M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$163.1M
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Location
6398 Del Cerro Blvd, Ste 3, San Diego, CA, 92120-4761
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Clutinger Williams & Verhoye INC
October 2008 - Present · 17 yrs 7 mos
Previous Registrations
Stone Asset Management Group, INC.
April 2002 - October 2008 · 6 yrs 6 mos
State Registrations1 state
CA
Advisor
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Exams
No exam information available for this advisor.