Stone Wealth Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our hourly fee is $200 per hour and our fixed fee ranges from $1,500 - $2,500.”

Flat or project fee

$1,500⁠-⁠$2,500

From the same sentence as above.

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

How Stone Wealth Partners LLC bills

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

• “Our annual portfolio management fee is billed and payable quarterly, in arrears, based on the average daily balance.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “We send you an invoice showing the amount of the fee, the value of the assets on which the fee is based, the time period covered by the fee, and the specific manner in which the fee was calculated.”

How Stone Wealth Partners LLC’s fees compare

• Its hourly rate of $200 is below the Louisiana median of $250. 18% of the 45 other Louisiana planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Lafayette that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$2,500 is below the Louisiana median of $3,250. 25% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Lafayette that publish a flat or project fee charge less.

About Stone Wealth Partners LLC

• Firm size: 6 employees.
• Registered as an adviser: 2024 (2 years).

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

2% a year

Clients

375

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$142,879,888

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

308429

Website

stone-wealth.com (opens in new tab)

Phone

(337) 660-2334

Can advise clients in 3 states: Florida, Louisiana, Texas

Other planners in Lafayette that publish fees

• A.b. Ridgeway Wealth Management LLCLafayette$1,000⁠-⁠$2,500, $97⁠-⁠$833/mo
• Avant Capital, LLCLafayette$200/hr, $1,500
• Parish Investment Advisors LLCLafayette$95/hr, $1,500⁠-⁠$2,500
• Adkins Seale Capital Management LLCShreveport$250⁠-⁠$500/hr, $1,500⁠-⁠$5,500
• Advocacy Financial LLCCovington$250/hr, $1,000⁠-⁠$10,000
• Argent Advisors, Inc.Ruston$150/hr, $1,000⁠-⁠$5,000

Compare all 6 planners in Lafayette