Stone Pine Financial Partners fees and pricing
Financial planner in Media, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 1, 2026, Stone Pine Financial Partners charges a flat or project fee of $4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,000
“Stone Pine charges a fixed fee of $4,000 for prospective clients to take part in the firm’s Comprehensive Financial Planning Initial Process.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stone Pine Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “The fee is due upon completion of the Initial Process and after the prospective client has had time to digest the information and determine how 5 | STONE PINE FINANCIAL PARTNERS, LLC Stone Pine can assist to implement the financial planning advice.”
How Stone Pine Financial Partners’ fees compare
- Its flat or project fee of $4,000 is above the Pennsylvania median of $3,650. 53% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Stone Pine Financial Partners
- Firm size: 5 employees.
- Registered as an adviser: 2021 (5 years).
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
- 202
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $256,750,667
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175287
- Phone
- (610) 565-9181
Can advise clients in 5 states: Florida, New Jersey, New York, Pennsylvania, Texas
Other planners in Media that publish fees
- Foundation Wealth Management, LLCMedia$12,000/yr
- Rose Valley Asset Management LLCMedia$125-$250/hr
- Wealthwise AdvisorsMedia$300-$3,500
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
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.