Stone Island Financial Planning

Stone Island Financial Planning (CRD# 146765) is a financial advisory firm headquartered in Naperville, IL. They manage $168,981,136 in 277 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $610,040
Compensation Options
  • 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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

AZ, FL, IL, TX, WI

Financial Advisors at Stone Island Financial Planning
Showing 1 - 2 of 2 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 21 years of experience in the finance industry. Kristopher Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael C. McAlister
CRD#: 4531504
2135 City Gate Lane, Suite 460, Naperville, IL 60563

Michael McAlister (CRD# 4531504) is an Investment Advisor Representative working at Stone Island Financial Planning in Naperville, IL and has over 19 years of experience in the finance industry.

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