Stonewall Equities, LTD. fees and pricing
Financial planner in Paradise Valley, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2020, Stonewall Equities, LTD. charges $60-$350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2020. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $60-$350/hr
“These fees currently will be billed at an hourly rate of $60 to $350 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stonewall Equities, LTD. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee charged for portfolio management services will be charged as a percentage of assets under management; however, these fees may be negotiable under certain circumstances.”
- “The size of this type of an account may be negotiable under certain circumstances.”
- “Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”
How Stonewall Equities, LTD.’s fees compare
- Its hourly rate of $60-$350 spans the Arizona median of $275. 27% of the 195 other Arizona planners that publish an hourly rate charge less.
About Stonewall Equities, LTD.
“Stonewall provides portfolio investment management and financial planning services to individuals, high net worth individuals, corporate pension and profit-sharing plans, trusts and estates, and corporations or other businesses. 5 A minimum of $250,000 of assets is required for this service.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2016 (10 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
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Clients
- 21
- Employees
- 1
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $8,788,995
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130015
- Phone
- (602) 818-9008
Other planners in Paradise Valley that publish fees
- Macallen CapitalParadise Valley$300/hr, $3,000-$6,000
- Scottsdale Wealth Advisory LLCParadise Valley$1,500
- 21:5 Advisors, LLCPeoria$500/hr
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
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.