John Stone
John Stone is a CFP-designated registered investment advisor at Advocacy Wealth Management, LLC, based in Atlanta, GA, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 1,720 clients with $3.2B 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 | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable above $3,000,000 and can reach a maximum of 2% under certain circumstances. Minimum annual fee is $1,000.
Fee Estimator
Location
3350 Riverwood Parkway, Suite Gl-28, Atlanta, GA, 30339-6401
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 →Other Business ActivitiesSells Insurance
John is an agent for Forge Consulting LLC, an insurance agency and parent company of Advocacy Wealth Management, since 2010. He dedicates a few hours per week to servicing and placing insurance products.
Employment History
Current Registrations
Advocacy Wealth Management, LLC
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
- Jodi Dhollosy, CFPAdvocacy Wealth Management, LLC
- Tiffany Czajka, CFPAdvocacy Wealth Management, LLC
- Jaaziel Jaimes, ChFCAdvocacy Wealth Management, LLC
- Kurt Momand, CFAAdvocacy Wealth Management, LLC
- Thomas Johnson, CFPAdvocacy Wealth Management, LLC
- Nesha ZeiglerAdvocacy Wealth Management, LLC