Brian Much
Stonehaven Wealth & Tax Solutions · Appleton, Wisconsin
Brian Much is a fee-only financial advisor at Stonehaven Wealth & Tax Solutions in Appleton, Wisconsin, who holds the PFS credential. Stonehaven Wealth & Tax Solutions reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Stonehaven Wealth & Tax Solutions |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $168.2M across 832 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in TX, WI · CRD 5387890 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stonehavenwealth.com |
| Profile |
How Brian's firm compares
- Stonehaven Wealth & Tax Solutions's average account is about $202,000, from its Form ADV (assets managed divided by 832 accounts).
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Questions about Brian
Is Brian Much a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Stonehaven Wealth & Tax Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Stonehaven Wealth & Tax Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Much based?
Brian Much is based in Appleton, Wisconsin.
What credentials does Brian Much hold?
Brian Much holds the PFS credential.
Is Brian Much registered with the SEC?
Yes. Brian Much is registered as an investment adviser representative in TX and WI (CRD 5387890), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonehaven Wealth & Tax Solutions manage?
Stonehaven Wealth & Tax Solutions reports $168.2M across 832 accounts in assets under management.
How do I contact Brian Much?
Through Brian's website, www.stonehavenwealth.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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