# David Stone

> David Stone is a fee-only financial advisor at Stone Financial CPAs & Wealth Management in Harrison, Arkansas. David focuses on tax planning. Stone Financial CPAs & Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-stone-5360014/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stone Financial CPAs & Wealth Management
- **Based in:** Harrison, Arkansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $18.9M across 148 accounts
- **Specialties:** Tax planning
- **CRD:** 5360014 (https://adviserinfo.sec.gov/individual/summary/5360014)
- **SEC registration:** Investment adviser representative in AR, MO, TX
- **Exams passed:** Series 63 (2007), Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.stonefinancialcpa.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Stone Financial CPAs & Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Stone Financial CPAs & Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Stone based?

David Stone is based in Harrison, Arkansas.

### What does David specialize in?

David's specialties include tax planning.

### Is David Stone registered with the SEC?

Yes. David Stone is registered as an investment adviser representative in AR, MO and TX (CRD 5360014), 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 Stone Financial CPAs & Wealth Management manage?

Stone Financial CPAs & Wealth Management reports $18.9M across 148 accounts in assets under management.

### How do I contact David Stone?

Through David's website, www.stonefinancialcpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5360014): 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.stonefinancialcpa.com/): specialties, clients served, and fees, checked October 30, 2026

---

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