Stonefield Capital LTD. fees and pricing
Financial planner in Malvern, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 5, 2025, Stonefield Capital LTD. charges a flat or project fee of $200-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2025. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$10,000
“The negotiated fixed rate for creating client financial plans is between $200 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stonefield Capital LTD. 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 SFC's fees within five business days of signing the Investment Advisory Contract.”
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
How Stonefield Capital LTD.’s fees compare
- Its flat or project fee of $200-$10,000 spans the Pennsylvania median of $3,650. 62% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Malvern that publish a flat or project fee charge less.
About Stonefield Capital LTD.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333786
- Phone
- (610) 235-6073
Other planners in Malvern that publish fees
- Malvern Capital ManagementMalvern$500/hr, $2,500
- True Horizon Wealth Advisors, LLCMalvern$250/hr, $750-$10,000
- Wharton Wealth Management, LLCMalvern$150-$300/hr
- Woolstone Wealth ManagementMalvern$5,000-$15,000
Is something on this page wrong or out of date?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.