David Stone
Personal Financial Advisors, Inc. · Pickerington, Ohio
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.
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Facts
| Firm | Personal Financial Advisors, Inc. |
|---|---|
| Based in | Pickerington, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $80.3M across 476 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 2244599 |
| Exams passed | Series 63 (1992) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | davidstoneadvisor.com |
| Profile |
How David's firm compares
- Personal Financial Advisors, Inc.'s average account is about $169,000, from its Form ADV (assets managed divided by 476 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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