Stonehaven Wealth & Tax Solutions

Stonehaven Wealth & Tax Solutions at a glance

• One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the PFS.
• Its Form ADV reports 3 employees and 310 individual clients, 43 of them high net worth.
• Its average account is about $202,000 (assets it manages divided by its 832 accounts).

Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin

Facts

Stonehaven Wealth & Tax Solutions fees

Stonehaven Wealth & Tax Solutions 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 (2)

• Brian Much

  PFS

• Scott Hackl