# Athena Stone

> Athena Stone is a fee-only financial advisor at Attentive Investments in Stockton, California. Athena focuses on retirement planning, estate & legacy planning and tax planning. Attentive Investments reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/athena-stone/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Attentive Investments
- **Based in:** Stockton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $197.5M across 1,079 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 5267346 (https://adviserinfo.sec.gov/individual/summary/5267346)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.attentiveinv.com

## Frequently asked questions

### Is Athena Stone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Athena holds no broker registration, and Attentive Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Athena charge for financial advice?

Athena's firm, Attentive Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Athena Stone based?

Athena Stone is based in Stockton, California.

### What does Athena specialize in?

Athena's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Athena Stone registered with the SEC?

Yes. Athena Stone is registered as an investment adviser representative in CA (CRD 5267346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Attentive Investments manage?

Attentive Investments reports $197.5M across 1,079 accounts in assets under management.

### How do I contact Athena Stone?

Through Athena's website, www.attentiveinv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5267346): 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
- The firm's website (https://www.attentiveinv.com/): specialties, clients served, and fees, checked October 30, 2026

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