BARNSTONE ADVISORS LLC

Overview

Barnstone Advisors LLC is an independent registered investment adviser that opened in 2018 and operates as a limited liability company under individual ownership. The firm serves high-net-worth individuals and families, offering financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Barnstone manages client assets primarily through third‑party public funds and mutual funds, while supplementing those exposures with alternative managers where appropriate. Fee arrangements are a mix of percentage-of-AUM and hourly charges, and the firm does not position itself as a pension consultant, capital allocator, or multi-state ESG specialist. Custody and trading are centralized with Charles Schwab & Co., which is the primary custodian for the firm’s assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices