Stephen Stone
Stephen Stone is a CFP-designated registered investment advisor at Harvest Wealth Design & Management, LLC, based in Las Vegas, NV, with 9 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
8970 W. Cheyenne Ave, Suite 110, Las Vegas, NV, 89129
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
Stephen is a licensed life and health insurance broker/producer since 2006, spending a few hours per week reviewing and placing insurance policies. He is also an attorney and owner of Stone Bybee & Associates, PLLC, dedicating full-time hours to providing legal services since 2003.
Employment History
Current Registrations
Harvest Wealth Design & Management, LLC
State Registrations1 state
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.