Jamie Stone
Means Wealth Management · Greenville, South Carolina
Jamie Stone is a fee-only financial advisor at Means Wealth Management in Greenville, South Carolina, who holds the CFP and ChFC credentials. Jamie charges a percentage of assets, a flat fee or retainer and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Means Wealth Management |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.59B across 3,520 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in SC, TX · CRD 4452178 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.meanswealth.com |
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Questions about Jamie
Is Jamie Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and Means Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jamie charge for financial advice?
Jamie charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Jamie charge?
According to Means Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Jamie Stone based?
Jamie Stone is based in Greenville, South Carolina.
What does Jamie specialize in?
Jamie's specialties include retirement planning, estate & legacy planning and tax planning. Jamie works with founders, retirees and pre-retirees.
What credentials does Jamie Stone hold?
Jamie Stone holds the CFP and ChFC credentials.
Is Jamie Stone registered with the SEC?
Yes. Jamie Stone is registered as an investment adviser representative in SC and TX (CRD 4452178), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Means Wealth Management manage?
Means Wealth Management reports $1.59B across 3,520 accounts in assets under management.
How do I contact Jamie Stone?
Through Jamie's website, www.meanswealth.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
- Means 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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