Mary Naber is a registered investment advisor at Sage Stone Wealth Management LLC, based in La Jolla, CA, with 24 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 126 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are calculated at up to 1% of assets under management. Portfolio monitoring services are charged at up to 0.50% annually.
Fee Estimator
Location
7946 Ivanhoe Avenue, Suite 316, La Jolla, CA, 92037
Get directionsHistory
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 →Employment History
Current Registrations
Sage Stone Wealth Management LLC
Previous Registrations
Sage Stone Wealth Management LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Exams
More Advisors
- Kyle Hodges, CFPLPL Financial LLC
- Laura Smith, CFPWells Fargo Advisors
- Kristian Colvin, CFPEmerson Equity LLC
- Thomas Naylor, CFPMML Investors Services, LLC
- Michael Anderson, CFAUBS Financial Services INC.
- Mark Nussbaum, CFPWells Fargo Advisors