# Adam Oliver

> Adam Oliver is a fee-only financial advisor at Stone Island Financial Planning in Scottsdale, Arizona. Stone Island Financial Planning reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-oliver/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Stone Island Financial Planning
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $134.0M across 251 accounts
- **CRD:** 7801146 (https://adviserinfo.sec.gov/individual/summary/7801146)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 65 (2023)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://stoneislandfp.com/

## Frequently asked questions

### Is Adam Oliver a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Stone Island Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Stone Island Financial Planning, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Adam Oliver based?

Adam Oliver is based in Scottsdale, Arizona.

### Is Adam Oliver registered with the SEC?

Yes. Adam Oliver is registered as an investment adviser representative in AZ (CRD 7801146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stone Island Financial Planning manage?

Stone Island Financial Planning reports $134.0M across 251 accounts in assets under management.

### How do I contact Adam Oliver?

Through Adam's website, stoneislandfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7801146): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.