Goldenstone Wealth Management
SEC RegisteredYour Stepping Stone To A Golden Life
About the firm
Goldenstone Wealth Management is an independent investment management and advisory firm. The firm helps grow and preserve wealth for individuals, business owners, and institutions, building and custom-tailoring portfolios, financial plans, and solutions for each client. Goldenstone is a fee-only investment advisor and fiduciary that does not receive commissions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and advisory services, including custom-tailored portfolio construction, financial planning, and asset management on a fee-only, fiduciary basis.
Who they serve
Individuals, business owners, and institutions, including retirees and those looking to become financially independent; trusted by 75+ private clients in 10+ states.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16 | $10M |
| High Net Worth Individuals | 55 | $167M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $61M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1 Million | 1.25% |
| $1-3 Million | 1.00% |
| $3-5 Million | 0.80% |
| $5-10 Million | 0.65% |
| $10-15 Million | 0.55% |
| $15-20 Million | 0.50% |
| Above $20 Million | 0.40% |
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Goldenstone Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched