David Stone is a CFP-designated registered investment advisor at Personal Financial Advisors, INC., based in Pickerington, OH, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 155 clients with $80M 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 | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8M+ | 0.30% |
Advisory fees are negotiable in certain cases.
Fee Estimator
Contact
David Stone
Location
70 E. Columbus Street, Pickerington, OH, 43147
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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
David works as a financial planner for Personal Financial Advisors, Inc. since 1998, spending nearly full-time on financial planning, helping clients make smart financial choices and servicing their accounts.
Employment History
Current Registrations
Personal Financial Advisors, INC.
Previous Registrations
Personal Financial Advisors, INC.
Brecek & Young Advisors, INC.
State Registrations2 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.