Michael Stanton
Alpine Private Wealth · Santa Rosa Beach, Florida
Michael Stanton is a fee-only financial advisor at Alpine Private Wealth in Santa Rosa Beach, Florida, who holds the CFP credential. Michael charges a percentage of assets (0.75%–1% a year of assets managed) and focuses on founders (pre-exit) and small business owners.
Request an introduction to Michael →
Specialties
Who they serve
- High earners
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Alpine Private Wealth |
|---|---|
| Based in | Santa Rosa Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75%–1% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.45B across 295 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MO, TX · CRD 4227834 |
| Exams passed | Series 63 (2001) · Series 66 (2003) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.alpineprivatewealth.com |
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Stanton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Alpine Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael charges a percentage of assets.
How much does Michael charge?
According to Alpine Private Wealth's website, checked October 30, 2026: 0.75%–1% a year of assets managed.
Where is Michael Stanton based?
Michael Stanton is based in Santa Rosa Beach, Florida.
What does Michael specialize in?
Michael's specialties include founders (pre-exit) and small business owners. Michael works with high earners, founders, ultra high net worth and multi-generational families.
What credentials does Michael Stanton hold?
Michael Stanton holds the CFP credential.
Is Michael Stanton registered with the SEC?
Yes. Michael Stanton is registered as an investment adviser representative in FL, MO and TX (CRD 4227834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpine Private Wealth manage?
Alpine Private Wealth reports $1.45B across 295 accounts in assets under management.
How do I contact Michael Stanton?
Through Michael's website, www.alpineprivatewealth.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
- Alpine Private Wealth 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.
See something wrong? Request a correction. Read our methodology.