Skipping Stones Advisors is a Colorado-registered investment advisor founded in 2026 and managed by David Marom. The firm specializes in providing non-discretionary retirement plan consulting services to employer-sponsored retirement plans, plan sponsors, and retirement plan committees. Services are divided into fiduciary consulting—assisting plan fiduciaries under federal retirement plan rules with investment menu design, performance monitoring, and fee benchmarking—and non-fiduciary consulting, which supports plan operations, vendor evaluations, and cost analyses. Additionally, the firm offers participant education services utilizing the Financial HERO framework to help employees understand healthcare, education, and retirement savings objectives. The firm operates exclusively for institutional retirement plans and does not directly manage individual retail investment portfolios or provide personal financial planning.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.