Adam Oliver
Stone Island Financial Planning · Scottsdale, Arizona
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.
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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 | $134.0M across 251 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7801146 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | stoneislandfp.com |
How Adam's firm compares
- Stone Island Financial Planning's average account is about $534,000, from its Form ADV (assets managed divided by 251 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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