Firm
Stonewealth Advisors
Coral Gables, Florida
Fee-only
Stonewealth Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 8 individual clients, 3 of them high net worth.
- Its average account is about $460,000 (assets it manages divided by its 11 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Coral Gables, Florida |
|---|---|
| Phone | (305) 615-1458 |
Stonewealth Advisors fees
Stonewealth Advisors 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 5 |
| High-net-worth clients | 3 |
| Accounts managed | 11 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 293600 |