Adam Oliver is a registered investment advisor at Stone Island Financial Planning, based in Scottsdale, AZ, with 2 years of industry experience. Adam 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 2 more. Their firm serves 154 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stone Island Financial Planning offers standalone investment management services. The annual fee is charged quarterly, in advance, based on the value of your investments. The fee ranges are:
- Cash and Fixed Income – 0.10% to 1.00%
- Actively Managed Portfolios – 0.50% to 2.00%
The specific percentage you pay depends on the total amount of assets and the number of accounts managed for you.
Location
9835 E. Bell Road, Suite 110, Scottsdale, AZ, 85260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stone Island Financial Planning
State Registrations1 state
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