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Home > Retirement Planners > arizona > chandler > STONECREST WEALTH MANAGEMENT, INC
STONECREST WEALTH MANAGEMENT, INC
118 S Kyrene Road
Suite 4
Chandler, Arizona 85226
Tel: (602) 258-9400
About STONECREST WEALTH MANAGEMENT, INC
STONECREST WEALTH MANAGEMENT, INC, formally registered with the SEC as STONECREST WEALTH MANAGEMENT, INC. The firm was established in 12/01/2020. They have over 1 offices throughout the country.
STONECREST WEALTH MANAGEMENT, INC is a Chandler, Arizona based Financial Planning firm with nearly $307,364,055 assets under management, offering retirement planning & investment advisory services to 946 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311404 |
| SEC# | 801-119878 |
| Assets Managed by Firm | $307,364,055 |
| No. of Clients | 946 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 946 | $307,364,055 |
| Individuals (other than high net worth individuals) | 254 | $92,540,993 |
| High net worth individuals | 94 | $214,823,062 |
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