Stonefield Investment Advisory, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“A typical Financial Plan would cost an average of $1,500.00 ($150.00 - $300.00 per hour) with five hours of work anticipated.”

Flat or project fee

$1,200⁠-⁠$3,000

“A flat fee is a specific dollar amount that you will pay for financial planning services and can range from $1,200.00 - $3,000.00 depending on the time and complexity of the anticipated work.”

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

How Stonefield Investment Advisory, Inc. bills

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

• “Essentially, this means that on a quarterly basis, we will charge you in advance a fee that is calculated as a percentage of the market value of the assets held within your advisory account.”
• “Negotiable Fees While we have a maximum fee that can be charged to manage your account, you and your Investment Adviser Representative may negotiate a lower fee.”
• “Fees in Advance Unless specifically stated below, our AUM fees are assessed on a quarterly basis in advance.”

How Stonefield Investment Advisory, Inc.’s fees compare

• Its hourly rate of $150-$300 spans the Iowa median of $250. 19% of the 47 other Iowa planners that publish an hourly rate charge less.
• None of the 6 other planners in Cedar Rapids that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$3,000 is below the Iowa median of $3,850. 28% of the 43 other Iowa planners that publish a flat or project fee charge less.
• None of the 4 other planners in Cedar Rapids that publish a flat or project fee charge less.

About Stonefield Investment Advisory, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.6% a year

Minimum

$25,000 in assets (stated in brochure)

Clients

181

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$120,250,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

113802

Website

linkedin.com/company/stonefield-investment-advisory (opens in new tab)

Phone

(319) 377-7811

Can advise clients in 6 states: Florida, Iowa, Louisiana, Minnesota, Nebraska, Texas

Other planners in Cedar Rapids that publish fees

• Basepoint Wealth, LLCCedar Rapids$100⁠-⁠$400/hr
• Busbee Wealth Advisors LLCCedar Rapids$275/hr
• Cedar Point Capital Partners, LLCCedar Rapids$500/hr, $10,000
• Custom Fit FinancialCedar Rapids$250⁠-⁠$350/hr, $3,600⁠-⁠$4,800
• Grit Family Office, LLCCedar Rapids$250/hr, $25,000⁠-⁠$200,000
• Lunea Wealth ManagementCedar Rapids$300/hr, $4,000⁠-⁠$8,000

Compare all 9 planners in Cedar Rapids