Flagstone Financial Advisors, Inc.

Flagstone Financial Advisors, Inc. (CRD# 112507) is a financial advisory firm headquartered in Basalt, CO. They manage $47,234,402 in 193 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $244,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL

Financial Advisors at Flagstone Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jacqueline R. Neal
CRD#: 5797819
100 Elk Run Drive, Suite 200, Basalt, CO 81621
93
Wealthminder
score

Jacqueline Neal (CRD# 5797819) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has over 6 years of experience in the finance industry.

2
Steven C. Knous
CRD#: 4433880
100 Elk Run Drive, Ste 200, Basalt, CO 81621
87
Wealthminder
score

Steven Knous (CRD# 4433880) is an Investment Advisor Representative working at Flagstone Financial Advisors, Inc. in Basalt, CO and has 1 year of experience in the finance industry.

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