Stone Wealth Strategies fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 6, 2026, Stone Wealth Strategies charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“Clients will pay a one-time (non-recurring) fixed fee of $500 - $2500 for the MRI service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stone Wealth Strategies bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client will receive a written invoice from Matson Money or STONE that specifies and itemizes the fee.”
- “This fee is negotiable and is charged to all prospective clients unless reduced or waive in STONE’s sole discretion.”
- “Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via check.”
How Stone Wealth Strategies’ fees compare
- Its flat or project fee of $500-$2,500 is below the Colorado median of $5,250. 11% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 4 of the 39 other planners in Denver that publish a flat or project fee charge less.
About Stone Wealth Strategies
- Firm size: 4 employees.
- Registered as an adviser: 2018 (8 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
- 0.99% a year
- Clients
- 58
- Employees
- 4
- Works with
- Individuals and businesses
- Services reported to regulators
- Financial planning, selecting other advisers, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297961
- Phone
- (970) 668-0772
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
Is something on this page wrong or out of date?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.