William Stone
46 and 2 Investment Advisors, LLC. · Traverse City, Michigan
William Stone is a fee-only financial advisor at 46 and 2 Investment Advisors, LLC. in Traverse City, Michigan, who holds the CFP credential. William focuses on retirement planning. 46 and 2 Investment Advisors, LLC. reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | 46 and 2 Investment Advisors, LLC. |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $52.0M across 37 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 2988659 |
| Exams passed | Series 63 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.46and2investments.com |
How William's firm compares
- 46 and 2 Investment Advisors, LLC.'s average account is about $1.4 million, from its Form ADV (assets managed divided by 37 accounts).
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Questions about William
Is William Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and 46 and 2 Investment Advisors, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, 46 and 2 Investment Advisors, LLC., reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is William Stone based?
William Stone is based in Traverse City, Michigan.
What does William specialize in?
William's specialties include retirement planning.
What credentials does William Stone hold?
William Stone holds the CFP credential.
Is William Stone registered with the SEC?
Yes. William Stone is registered as an investment adviser representative in MI and TX (CRD 2988659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 46 and 2 Investment Advisors, LLC. manage?
46 and 2 Investment Advisors, LLC. reports $52.0M across 37 accounts in assets under management.
How do I contact William Stone?
Through William's website, www.46and2investments.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
- 46 and 2 Investment Advisors, LLC. 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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