# David Stone

> David Stone is a fee-only financial advisor at Personal Financial Advisors, Inc. in Pickerington, Ohio, who holds the CFP credential. Personal Financial Advisors, Inc. reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-stone/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Personal Financial Advisors, Inc.
- **Based in:** Pickerington, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $80.3M across 476 accounts
- **Credentials:** CFP
- **CRD:** 2244599 (https://adviserinfo.sec.gov/individual/summary/2244599)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 63 (1992)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://davidstoneadvisor.com

## Frequently asked questions

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

Yes. David Stone is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David's firm, Personal Financial Advisors, Inc., reports charging a percentage of assets on its SEC Form ADV.

### Where is David Stone based?

David Stone is based in Pickerington, Ohio.

### What credentials does David Stone hold?

David Stone holds the CFP credential.

### Is David Stone registered with the SEC?

Yes. David Stone is registered as an investment adviser representative in OH and TX (CRD 2244599), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Personal Financial Advisors, Inc. manage?

Personal Financial Advisors, Inc. reports $80.3M across 476 accounts in assets under management.

### How do I contact David Stone?

Through David's website, davidstoneadvisor.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44730): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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