Mary Naber
Sage Stone Wealth Management · La Jolla, California
Mary Naber is a fee-only financial advisor at Sage Stone Wealth Management in La Jolla, California. Mary focuses on sustainable & impact investing and retirement planning. Sage Stone Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Sage Stone Wealth Management |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $261.4M across 455 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4517803 |
| Exams passed | Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sagestonewealth.com |
How Mary's firm compares
- Sage Stone Wealth Management's average account is about $575,000, from its Form ADV (assets managed divided by 455 accounts).
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Questions about Mary
Is Mary Naber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Sage Stone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Sage Stone Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mary Naber based?
Mary Naber is based in La Jolla, California.
What does Mary specialize in?
Mary's specialties include sustainable & impact investing and retirement planning. Mary works with ultra high net worth.
Is Mary Naber registered with the SEC?
Yes. Mary Naber is registered as an investment adviser representative in CA and TX (CRD 4517803), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sage Stone Wealth Management manage?
Sage Stone Wealth Management reports $261.4M across 455 accounts in assets under management.
How do I contact Mary Naber?
Through Mary's website, www.sagestonewealth.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
- Sage Stone 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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