Rebecca Stone
Balentine Wealth Advisors · Atlanta, Georgia
Rebecca Stone is a fee-only financial advisor at Balentine Wealth Advisors in Atlanta, Georgia, who holds the CFP credential. Rebecca focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Balentine Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Rebecca →
Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Balentine Wealth Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $5.54B across 3,447 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 4804986 |
| Exams passed | Series 66 (2005) |
| Firm size | 61 employees |
| Disclosures | None reported |
| Website | www.balentine.com |
Request an introduction to Rebecca
Tell Rebecca a little about what you're looking for. Rebecca 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 Rebecca
Is Rebecca Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Balentine Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, Balentine Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rebecca Stone based?
Rebecca Stone is based in Atlanta, Georgia.
What does Rebecca specialize in?
Rebecca's specialties include founders (pre-exit), family wealth transfer and estate & legacy planning. Rebecca works with founders and multi-generational families.
What credentials does Rebecca Stone hold?
Rebecca Stone holds the CFP credential.
Is Rebecca Stone registered with the SEC?
Yes. Rebecca Stone is registered as an investment adviser representative in GA (CRD 4804986), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balentine Wealth Advisors manage?
Balentine Wealth Advisors reports $5.54B across 3,447 accounts in assets under management.
How do I contact Rebecca Stone?
Through Rebecca's website, www.balentine.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
- Balentine Wealth Advisors 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.