Stony Point Wealth Management Inc.

Stony Point Wealth Management Inc. (CRD# 210519) is a financial advisory firm headquartered in Richmond, VA. They manage $62,227,000 in 384 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $162,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
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.

FL, MD, VA

Financial Advisors at Stony Point Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Matthew C. Daniel
CRD#: 5352214
9020 Stony Point Parkway, Richmond, VA 23235
96
Wealthminder
score

Matthew Daniel (CRD# 5352214) is an Investment Advisor Representative working at Stony Point Wealth Management Inc. in Richmond, VA and has over 7 years of experience in the finance industry. Matthew Daniel 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
Stuart E. Daniel
CRD#: 1937306
9020 Stony Point Parkway, Richmond, VA 23235
96
Wealthminder
score

Stuart Daniel (CRD# 1937306) is an Investment Advisor Representative working at Stony Point Wealth Management Inc. in Richmond, VA and has over 27 years of experience in the finance industry. Stuart Daniel 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.

3
Tyler B. Napier
CRD#: 5894923
9020 Stony Point Parkway, Richmond, VA 23235
90
Wealthminder
score

Tyler Napier (CRD# 5894923) is an Investment Advisor Representative working at Stony Point Wealth Management Inc. in Richmond, VA and has over 4 years of experience in the finance industry.

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