Kent Stone
Clutinger Williams & Verhoye · San Diego, California
Kent Stone is a fee-only financial advisor at Clutinger Williams & Verhoye in San Diego, California. Clutinger Williams & Verhoye reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Clutinger Williams & Verhoye |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $190.2M across 242 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1704210 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cwvinvestmentadvisors.com |
How Kent's firm compares
- Clutinger Williams & Verhoye's average account is about $786,000, from its Form ADV (assets managed divided by 242 accounts).
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Questions about Kent
Is Kent Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kent holds no broker registration, and Clutinger Williams & Verhoye reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kent charge for financial advice?
Kent's firm, Clutinger Williams & Verhoye, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kent Stone based?
Kent Stone is based in San Diego, California.
Is Kent Stone registered with the SEC?
Yes. Kent Stone is registered as an investment adviser representative in CA (CRD 1704210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clutinger Williams & Verhoye manage?
Clutinger Williams & Verhoye reports $190.2M across 242 accounts in assets under management.
How do I contact Kent Stone?
Through Kent's website, www.cwvinvestmentadvisors.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
- 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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