Stone Oak Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$2,500

“The negotiated fixed rate for creating client financial plans is between $250 and $2,500. 4 Clients may terminate the agreement without penalty, for full refund of SOCL’s fees, within five business days of signing the Financial Planning Agreement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Stone Oak Capital LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of SOCL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may select the method in which they are billed.”

How Stone Oak Capital LLC’s fees compare

• Its flat or project fee of $250-$2,500 is below the New York median of $4,500. 14% of the 251 other New York planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Rochester that publish a flat or project fee charge less.

About Stone Oak Capital LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

66

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$33,720,036

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

341363

Website

stoneoakcap.com (opens in new tab)

Phone

(585) 695-5588

Other planners in Rochester that publish fees

• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• AlphansoRochester$1,200⁠-⁠$7,200/yr
• Elevation Investment ConsultingRochester$500⁠-⁠$2,000
• Fiduciary First Advising, LLCRochester$200⁠-⁠$300/hr, $1,500⁠-⁠$12,000/yr
• Highland Wealth Advisory LLCRochester$300/hr, $100⁠-⁠$5,000
• Howe and Rusling, Inc.Rochester$1,500/qtr

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