Larry Stone is a registered investment advisor at Stone Wealth Strategies, based in Denver, CO, with 11 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning, Tax Planning. Their firm serves 60 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.97% |
| $1.0M - $4.0M | 0.95% |
| $4M+ | 0.90% |
Fees are negotiable. These fees are separate from the expense ratio (0.50% annually) associated with the Matson Money funds.
Fee Estimator
Location
Denver, CO
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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
Larry is the president of Columbine Center Condominium Association Inc and the registered agent for Numbers Made Easy. He also owns Stone CPA LLC dba Stone Accounting Solutions, dedicating nearly full-time hours to performing accounting activities.
Employment History
Current Registrations
Stone Wealth Strategies
Previous Registrations
Gearhart Geld, LLC
Financial Gravity Wealth, INC.
State Registrations3 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.