Brian Stone
Greystone Financial Group · Bloomfield Hills, Michigan
Brian Stone is a fee-only financial advisor at Greystone Financial Group in Bloomfield Hills, Michigan. Greystone Financial Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Greystone Financial Group |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $494.9M across 1,264 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 4504731 |
| Exams passed | Series 66 (2002) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.greystonefg.com |
How Brian's firm compares
- Greystone Financial Group's average account is about $392,000, from its Form ADV (assets managed divided by 1,264 accounts).
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Questions about Brian
Is Brian Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Greystone Financial Group 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, Greystone Financial Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Stone based?
Brian Stone is based in Bloomfield Hills, Michigan.
Is Brian Stone registered with the SEC?
Yes. Brian Stone is registered as an investment adviser representative in MI and TX (CRD 4504731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Greystone Financial Group manage?
Greystone Financial Group reports $494.9M across 1,264 accounts in assets under management.
How do I contact Brian Stone?
Through Brian's website, www.greystonefg.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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