STONE PINE FINANCIAL PARTNERS
SEC RegisteredThe Average Person Works Over 90,000 Hours in Their Lifetime
About the firm
Stone Pine Financial Partners is the independent advisory firm founded by Kevin Manning and Andrew Herron. Stone Pine helps people transition to retirement, delivering the highest quality advice and service while acting as a fiduciary on our clients' behalf. In 2015, they formed Stone Pine Financial Partners to meet the largely unmet need of helping people transition to retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Detailed one-on-one retirement planning and guidance covering expenses, healthcare and long-term care insurance, Social Security claiming strategies, investing in retirement, tax strategies, and estate planning; independent fee-only fiduciary advice; family financial planning services; account security in coordination with Charles Schwab.
Who they serve
People transitioning to retirement, current retirees, and individuals retiring within 1-5 or 5+ years; also offers complimentary services to clients' children for financial planning and wealth transfer.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 100 | $33M |
| High Net Worth Individuals | 102 | $224M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,001 - $2 million | 1.00% |
| $2,000,001 - $5 million | 0.75% |
| $5,000,001 - $10 million | 0.50% |
| Over $10 million | 0.25% |
Data as of April 13, 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 PINE FINANCIAL PARTNERS 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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