Stoneholt Wealth fees and pricing
Financial planner in Lake Oswego, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 20, 2026, Stoneholt Wealth charges $350 an hour, a flat or project fee of $4,000, and a quarterly fee of $1,875 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly rate is $350.”
- Flat or project fee
- $4,000
“Fixed fee rates range between $4,000-6,000.”
- Quarterly fee
- $1,875/qtr
“There is a minimum quarterly fee of $1,875.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stoneholt Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Stoneholt Wealth’s fees compare
- Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
- 10 of the 11 other planners in Lake Oswego that publish an hourly rate charge less.
- Its flat or project fee of $4,000 matches the Oregon median of $4,000. 47% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 7 of the 10 other planners in Lake Oswego that publish a flat or project fee charge less.
About Stoneholt Wealth
- Principal: William Steiner
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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
- 3% a year
- Minimum
- $1,875 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340321
- Phone
- (503) 816-3533
Other planners in Lake Oswego that publish fees
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
- Cascara Financial Planning LLCLake Oswego$275/hr, $1,500
- Cedar Mountain Advisors, LLCLake Oswego$300/hr, $500/yr
- Foster & Wood, Inc.Lake Oswego$4,000-$100,000
- Greenbridge Investment Management, LLCLake Oswego$175/hr, $1,000-$5,000
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.