Stone Island Financial Planning

Stone Island Financial Planning (CRD# 146765) is a financial advisory firm headquartered in Naperville, IL. They manage $135,101,245 in 259 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $521,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, TX, WI

Financial Advisors at Stone Island Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Kristopher D. Johnson
CRD#: 4066339
9835 E. Bell Road, Suite 110, Scottsdale, AZ 85260

Kristopher Johnson (CRD# 4066339) is an Investment Advisor Representative working at Stone Island Financial Planning in Scottsdale, AZ and has over 23 years of experience in the finance industry.

2
Michael C. McAlister
CRD#: 4531504
900 E. Diehl Road, Suite 181, Naperville, IL 60563

Michael McAlister (CRD# 4531504) is an Investment Advisor Representative working at Stone Island Financial Planning in Naperville, IL and has over 21 years of experience in the finance industry.

3
Adam J. Oliver
CRD#: 7801146
9835 E. Bell Road, Suite 110, Scottsdale, AZ 85260

Adam Oliver (CRD# 7801146) is an Investment Advisor Representative working at Stone Island Financial Planning in Scottsdale, AZ and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.