Stone Wealth Partners LLC
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 308429
- Registered since
- March 27, 2024
- Website
- www.stone-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.09%
- Individuals43.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stone Wealth Partners LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. Its advisory menu also includes pension consulting and educational seminars or workshops, and it operates an insurance brokerage business alongside fee‑based advisory services. Stone Wealth Partners charges fees based on a percentage of assets under management and also uses hourly and fixed‑fee arrangements. The firm does not identify as an active ESG investor and reports it is not a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Investment Grade Corp Bonds12%
- US Government Bonds5%
- Other3%
- Cash & Cash Equivalents2%
Contacts
3 of 7
Richard Hebert
PartnerCRD 5882455
Hunter McClendon
Registered Investment AdvisorCRD 6911130
William Butcher
Investment Advisor RepresentativeCRD 7008950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lafayette, LA
Lafayette
Location
Lafayette, LA
Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 1200 Camellia Blvd
- Time zone
- CT (UTC-6)
- Office locations
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