STONE ISLAND FINANCIAL PLANNING
SEC RegisteredAbout the firm
Stone Island Financial Planning works with individuals and families to determine, measure, and meet their unique financial objectives through an ongoing process that includes more than just managing investment assets. The firm provides fiduciary advice utilizing a transparent, fee-only model and serves clients around the United States from offices in Scottsdale, Arizona and Naperville, Illinois.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management offered via flat-fee and hourly models. Ongoing relationships cover financial planning advice and, when requested, investment management. Shorter engagements are served under flat project or hourly fee structures for financial planning and specific investment advice.
Who they serve
Individuals and families across the United States.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 28 | $25M |
| High Net Worth Individuals | 119 | $109M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 26, 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. STONE ISLAND FINANCIAL PLANNING 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.
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