Stephanie Sandle
Bluestone Private Wealth · Cleveland, Ohio
Stephanie Sandle is a fee-only financial advisor at Bluestone Private Wealth in Cleveland, Ohio, who holds the CFP credential. Stephanie focuses on estate & legacy planning, tax planning and family wealth transfer. Bluestone Private Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Bluestone Private Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $190.4M across 226 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6701357 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bluestoneprivate.com |
| Profile |
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Questions about Stephanie
Is Stephanie Sandle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Bluestone Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Bluestone Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Stephanie Sandle based?
Stephanie Sandle is based in Cleveland, Ohio.
What does Stephanie specialize in?
Stephanie's specialties include estate & legacy planning, tax planning and family wealth transfer. Stephanie works with ultra high net worth and multi-generational families.
What credentials does Stephanie Sandle hold?
Stephanie Sandle holds the CFP credential.
Is Stephanie Sandle registered with the SEC?
Yes. Stephanie Sandle is registered as an investment adviser representative in OH (CRD 6701357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bluestone Private Wealth manage?
Bluestone Private Wealth reports $190.4M across 226 accounts in assets under management.
How do I contact Stephanie Sandle?
Through Stephanie's website, www.bluestoneprivate.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
- Bluestone 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.
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