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).
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Total Assets Under Management135MILLION
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Total Number of Accounts259ACCOUNTS
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Average Account Value$521,626
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IL, TX, WI
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.
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.
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.