David Stone
Stone Financial CPAs & Wealth Management · Harrison, Arkansas
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.
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Specialties
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 | $18.9M across 148 accounts |
| SEC registration | Investment adviser representative in AR, MO, TX · CRD 5360014 |
| Exams passed | Series 63 (2007) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.stonefinancialcpa.com |
| Profile |
How David's firm compares
- Stone Financial CPAs & Wealth Management's average account is about $127,000, from its Form ADV (assets managed divided by 148 accounts).
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Questions about David
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.
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
- Stone Financial CPAs & 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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