Curtis Stoner
Curtis Stoner is a registered investment advisor at Gradient Advisors, LLC, based in Dickson, TN, with 2 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
880 Highway 70 W, Suite 1, Dickson, TN, 37055
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Curtis is the owner and investment advisor representative at TriStar Wealth Advisors, dedicating nearly full-time hours to advisory services. He is also the owner and agent at Senior Health and Wealth Solutions, LLC, focusing on insurance services for about 10-20% of his time.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Pruco Securities, LLC.Broker
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.
Exams
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