Andrew Herron
Stone Pine Financial Partners · Media, Pennsylvania
Andrew Herron is a fee-only financial advisor at Stone Pine Financial Partners in Media, Pennsylvania, who holds the CFP credential. Andrew focuses on retirement planning, tax planning and estate & legacy planning. Stone Pine Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Stone Pine Financial Partners |
|---|---|
| Based in | Media, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $256.8M across 689 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 4594408 |
| Exams passed | Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.stonepinefinancial.com |
| Profile |
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Questions about Andrew
Is Andrew Herron a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Stone Pine Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Stone Pine Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Andrew charge?
According to Stone Pine Financial Partners's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Andrew Herron based?
Andrew Herron is based in Media, Pennsylvania.
What does Andrew specialize in?
Andrew's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Andrew works with retirees and pre-retirees.
What credentials does Andrew Herron hold?
Andrew Herron holds the CFP credential.
Is Andrew Herron registered with the SEC?
Yes. Andrew Herron is registered as an investment adviser representative in NJ, PA and TX (CRD 4594408), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stone Pine Financial Partners manage?
Stone Pine Financial Partners reports $256.8M across 689 accounts in assets under management.
How do I contact Andrew Herron?
Through Andrew's website, www.stonepinefinancial.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
- Stone Pine Financial Partners 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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