Cole Stoneman
Cole Stoneman is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Farmington, NM, with 17 years of industry experience. Cole 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5920 E. Main St, Suite A, Farmington, NM, 87402
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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 ActivitiesSells Insurance
Cole is a Private Wealth Advisor at Ironbridge Wealth Counsel, LLC, dedicating significantly more than full-time hours to providing investment and retirement advice. He also owns Ironbridge LLC, spends minimal time on business expenses, owns Pinon Hills Insurance selling supplemental insurance, and owns rental property.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
AXA Advisors, LLCBroker
AXA Advisors, LLCBroker
State Registrations35 states
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