StackStone Wealth

StackStone Wealth at a glance

• One of 62 fee-only firms based in Iowa in the Wellspent graph.
• 19 advisors are listed here; 5 of 19 hold the CFP.
• Its Form ADV reports 27 employees and 7,938 individual clients, 4,813 of them high net worth.
• Its average account is about $188,000 (assets it manages divided by its 7,944 accounts).

Fee-only advisors in Iowa

Facts

StackStone Wealth fees

StackStone Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (19)

• Aiden Dunne

• Alysia Harrick

• April Blasen

  CFP

• Brittany Glendenning

• Conner Krantz

• Deanna Brown

• Gary Rowan

• Gregory Johns

• Hannah Fangmann

• Joseph Leibfried

  CFP

• Kelly Schwigel

• Logan Ben

  CFP

• Mark Frederick

• Nick Splinter

• Ricky Winslow

  CFP

• Ryan Keating

  CFP

• Scott Leibfried

  ChFC

• Stacey Willenbring

• Steven McDonough