Alana Stone
Heydorn|Stone Capital Management · Larchmont, New York
Alana Stone is a fee-only financial advisor at Heydorn|Stone Capital Management in Larchmont, New York, who holds the CFP credential. Heydorn|Stone Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Heydorn|Stone Capital Management |
|---|---|
| Based in | Larchmont, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $142.0M across 364 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 2699278 |
| Exams passed | Series 63 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.heydornstone.com |
How Alana's firm compares
- Heydorn|Stone Capital Management's average account is about $390,000, from its Form ADV (assets managed divided by 364 accounts).
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Questions about Alana
Is Alana Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alana holds no broker registration, and Heydorn|Stone Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alana charge for financial advice?
Alana's firm, Heydorn|Stone Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Alana work with clients virtually?
Yes. Heydorn|Stone Capital Management says on its website that it works with clients remotely.
Where is Alana Stone based?
Alana Stone is based in Larchmont, New York.
What credentials does Alana Stone hold?
Alana Stone holds the CFP credential.
Is Alana Stone registered with the SEC?
Yes. Alana Stone is registered as an investment adviser representative in NY and TX (CRD 2699278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heydorn|Stone Capital Management manage?
Heydorn|Stone Capital Management reports $142.0M across 364 accounts in assets under management.
How do I contact Alana Stone?
Through Alana's website, www.heydornstone.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
- Heydorn|Stone Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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