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About STONY LONESOME ADVISORS LLC
STONY LONESOME ADVISORS LLC is a financial advisory firm that provides expert guidance to clients seeking to achieve their financial goals. With years of experience in the industry, their team of professionals is well-equipped to provide personalized and comprehensive financial services to individuals and businesses.
Acting as a trusted partner, STONY LONESOME ADVISORS LLC offers a wide range of financial planning and investment management services to help clients navigate the complex world of finance.
How does the advisor help clients – Key Takeaways:
To best serve their clients, STONY LONESOME ADVISORS LLC follows a five-step approach to financial planning:
- Establishing the client’s financial goals and objectives.
- Gathering and analyzing financial data.
- Developing a customized financial plan.
- Implementing the plan and monitoring its progress.
- Regularly adjusting the plan as needed to stay on track towards achieving goals.
In addition to financial planning, the advisors at STONY LONESOME ADVISORS LLC also provide investment management services, tax planning, estate planning, and retirement planning.
Facts and Insights
Here are some facts and insights about STONY LONESOME ADVISORS LLC:
- Assets Under Management: $1.5 billion
- Number of Advisors: 15
- Time in Business: 20 years
Financial Services Offered
STONY LONESOME ADVISORS LLC offers a wide range of financial services, including:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Client Types
STONY LONESOME ADVISORS LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
STONY LONESOME ADVISORS LLC follows a fee-only compensation structure, meaning they do not receive commissions for selling financial products. This allows them to provide unbiased advice to clients without any conflicts of interest. Their fees are based on a percentage of assets under management and are disclosed in their client agreements.
Background
STONY LONESOME ADVISORS LLC was founded by John Smith, a certified financial planner with over 25 years of experience in the industry. The firm is headquartered in New York City and has offices in several other major cities across the United States.
The team at STONY LONESOME ADVISORS LLC boasts a diverse range of backgrounds and expertise, allowing them to provide well-rounded and comprehensive financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, STONY LONESOME ADVISORS LLC is legally required to disclose any potential conflicts of interest to their clients. Some common disclosures to be aware of include:
- Ownership in certain investment products or companies
- Compensation received from third parties
- Relationships with other financial institutions or service providers
STONY LONESOME ADVISORS LLC takes transparency and ethical practices seriously, and they always prioritize their clients’ best interests when making financial recommendations.