Slatestone Wealth LLC fees and pricing
Financial planner in Jupiter, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Slatestone Wealth LLC charges a flat or project fee of $5,000 and an annual fee of $24,000-$150,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Standalone financial planning services are typically provided for a flat fee beginning at $5,000, depending on the scope and complexity of the engagement.”
- Annual fee
- $24,000-$150,000/yr
“Annual fees for these services typically range from approximately $24,000 to $150,000, depending on the size, complexity, and scope of the client relationship.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Slatestone Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and may be structured as either an asset-based fee or a flat fee, based on the client’s specific needs and allocation parameters.”
- “SlateStone’s asset-based advisory fees are generally billed quarterly in advance and are calculated based on the market value of assets in the account on the last business day of the prior quarter.”
- “In instances where fee deduction is not available, SlateStone will invoice the client directly, and payment is due upon receipt.”
How Slatestone Wealth LLC’s fees compare
- Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
- 3 of the 7 other planners in Jupiter that publish a flat or project fee charge less.
- Its annual fee of $24,000-$150,000 is above the Florida median of $4,800. 100% of the 97 other Florida planners that publish an annual fee charge less.
About Slatestone Wealth LLC
“As an independent registered investment adviser, SlateStone offers personalized investment management services and comprehensive wealth and financial planning services to high-net-worth individuals, families, trusts, estates, corporations, foundations, and other business entities.”
- Firm size: 28 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 558
- Employees
- 28
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $1,763,081,657
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 286669
- Phone
- (561) 244-2504
Can advise clients in 18 states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Minnesota, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Wisconsin
Other planners in Jupiter that publish fees
- Bluewater Asset ManagementJupiter$5,000
- Boca Retirement Strategies Inc.Jupiter$250-$350/hr
- Cayside PartnersJupiter$500-$1,250/hr, $5,000-$25,000
- Foresight Financial AdvisoryJupiter$1,000-$5,000
- Fortuna Investors LLCJupiter$400/hr, $5,000
- Giessel Wealth AdvisorsJupiter$2,000-$8,000, $18,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.