Athena Stone
Attentive Investments · Stockton, California
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.
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Specialties
Facts
| Firm | Attentive Investments |
|---|---|
| Based in | Stockton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $197.5M across 1,079 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5267346 |
| Exams passed | Series 65 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.attentiveinv.com |
| Profile |
How Athena's firm compares
- Attentive Investments's average account is about $183,000, from its Form ADV (assets managed divided by 1,079 accounts).
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Questions about Athena
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.
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
- Attentive Investments 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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