Michael Stoner
Michael Stoner is a CFP-designated registered investment advisor at True North Financial Advisors, LLC, based in Hilliard, OH, with 9 years of industry experience. Michael 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, High Net Worth, and 4 more. Their firm serves 37 clients with $50M 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 | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
3940 Lyman Drive, Hilliard, OH, 43026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the President of Stoner Professional Services, LLC, a consulting business, since 2006. He oversees a small family office, providing advice on accounting, business, investments, legal, insurance, tax, and other business issues, dedicating about a quarter of his time during trading hours and a few hours per week outside trading hours.
Employment History
Current Registrations
True North Financial Advisors, LLC
State Registrations1 state
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