Paul Barry is a registered investment advisor at Stone Wealth Strategies, based in Show Low, AZ, with 7 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning, Tax Planning. Their firm serves 60 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.97% |
| $1.0M - $4.0M | 0.95% |
| $4M+ | 0.90% |
Fees are negotiable. These fees are separate from the expense ratio (0.50% annually) associated with the Matson Money funds.
Fee Estimator
Location
Show Low, AZ
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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
Paul is a licensed insurance agent and is involved in a construction company, though he hasn't received commissions from insurance sales in Arizona. He also manages Eagle Group Western, which offers Medicare and life insurance products, dedicating a few hours per week and expecting 50% of his compensation from it.
Employment History
Current Registrations
Stone Wealth Strategies
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.