Woodstone Financial, LLC

Woodstone Financial, LLC (CRD# 127427) is a financial advisory firm headquartered in Asheville, NC. They manage $31,309,959 in 258 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $121,356
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
  • 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.

NC

Financial Advisors at Woodstone Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joel C. Kelley
CRD#: 4679292
30 Town Square Blvd, Suite 208, Asheville, NC 28803
96
Wealthminder
score

Joel Kelley (CRD# 4679292) is an Investment Advisor Representative working at Woodstone Financial, LLC in Asheville, NC and has over 13 years of experience in the finance industry. Joel Kelley 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
Jacob W. Sadler
CRD#: 6063941
30 Town Square Blvd, Suite 208, Asheville, NC 28803
93
Wealthminder
score

Jacob Sadler (CRD# 6063941) is an Investment Advisor Representative working at Woodstone Financial, LLC in Asheville, NC and has over 4 years of experience in the finance industry. Jacob Sadler 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.

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