Skyler Stokes
Skyler Stokes is a registered investment advisor at Aloha Wealth Partners, based in Encinitas, CA, with 11 years of industry experience. Skyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee applies when Aloha Wealth Partners recommends a third-party investment advisor or sub-advisor. The fee is negotiable. Third-party advisor fees range from 0.40% to 0.75%. Total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Location
Encinitas, CA
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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
Skyler independently sells insurance products through Skyler Stokes Insurance, dedicating a few hours per week. Skyler also owns Aloha Wealth Partners RIA and is the CEO of Pair It!, a food and wine pairing app.
Employment History
Current Registrations
Aloha Wealth Partners
Emerson Equity LLCBroker
Previous Registrations
Retirement Wealth Advisors, LLC
Newport Wealth Advisors, INC.
Centaurus Financial, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations4 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.