Charlise Whiteside
Stonehaven Private Wealth Management · Manchester By The Sea, Massachusetts
Charlise Whiteside is a fee-only financial advisor at Stonehaven Private Wealth Management in Manchester By The Sea, Massachusetts, who holds the CFP credential. Charlise focuses on family wealth transfer and founders (pre-exit). Stonehaven Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Stonehaven Private Wealth Management |
|---|---|
| Based in | Manchester By The Sea, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.5M across 22 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, MA · CRD 4913654 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stonehavenwealthmanagement.com |
| Profile |
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Questions about Charlise
Is Charlise Whiteside a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charlise holds no broker registration, and Stonehaven Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charlise charge for financial advice?
Charlise's firm, Stonehaven Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charlise Whiteside based?
Charlise Whiteside is based in Manchester By The Sea, Massachusetts.
What does Charlise specialize in?
Charlise's specialties include family wealth transfer and founders (pre-exit). Charlise works with ultra high net worth and multi-generational families.
What credentials does Charlise Whiteside hold?
Charlise Whiteside holds the CFP credential.
Is Charlise Whiteside registered with the SEC?
Yes. Charlise Whiteside is registered as an investment adviser representative in CA, FL and MA (CRD 4913654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonehaven Private Wealth Management manage?
Stonehaven Private Wealth Management reports $13.5M across 22 accounts in assets under management.
How do I contact Charlise Whiteside?
Through Charlise's website, www.stonehavenwealthmanagement.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
- Stonehaven Private Wealth Management 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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