Hunter Mcclendon
Hunter Mcclendon is a registered investment advisor at Stone Wealth Partners LLC, based in Lafayette, LA, with 7 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 342 clients with $120M 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 | 2.00% |
Advisory Fees are 2.00% and may be modified depending upon the size of the portfolio, complexity of services required or individual circumstances, and at the discretion of Stone Wealth Partners.
Fee Estimator
Location
1200 Camellia, Suite 101, Lafayette, LA, 70508
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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
Hunter is compensated from investment-related sales of insurance and annuities through the firm. This activity is investment-related.
Employment History
Current Registrations
Stone Wealth Partners LLC
Previous Registrations
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
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.