user avatar

John Anthony Stone

Advisor at Hornor, Townsend & kent, LLC — Charleston, WV

Updated today

Credentials

Series 65, Series 63

Experience

9 years

Location

Charleston, WV

Hornor, Townsend & kent, LLC logo

Hornor, Townsend & kent, LLC

Enterprise

Total advisors

469

Across 199 offices

Clients per advisor

60 Typical

Avg AUM per client

$294,061 Low

HNW client ratio

2% Very Low

About

John Stone is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual Investors Services, Impact Partnership Wealth, LLC, MassMutual Life Insurance Company, and Centennial State Financial. In addition to his advisory role, he operates an insurance brokerage business focused on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and broker-dealer services, offering both discretionary and non-discretionary account management supported by third-party asset managers.

Client services

Based on Hornor, Townsend & kent, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Hornor, Townsend & kent, LLC

Business succession planning Wealth management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Negotiated flat fees for Retirement Plan Consulting Services (RPCS) and financial planning/consulting engagements.

Commissions

Commissions received for securities transactions and insurance product sales; no offsets to advisory fees.

Project-based

Up to $500 per hour for Retirement Plan Consulting Services (RPCS); other hourly fees may be negotiated for financial planning and consulting.

Other

Fee-only: Fees are negotiable and may include hourly fees, fixed fees, or a percentage of assets under management, varying by service and complexity.

Location

See office

Charleston, WV

Charleston WV

Advisors at this office

1

Most active in

Texas · West Virginia

Work history

9 years of industry experience

Hornor, Townsend & Kent, LLC

2025 - Present • 1 year

Wilmington, DE

Mass Mutual Investors Services

2024 - 2025 • 1 year

Charleston, WV

Impact Partnership Wealth, LLC

2023 - 2023 • 1 year

Charleston, WV

MassMutual Life Insurance Company

2018 - 2025 • 7 years

Charleston, WV

Centennial State Financial

2018 - 2020 • 2 years

Denver, CO

John Stone

2013 - Present • 13 years

Charleston, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Angela B

Series 65

South Charleston, WV

Global Freedom Financial LLC

Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Robert N

Series 65

Charleston, WV

WNA Wealth Management, LLC

Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.

General estate planning guidance Annuities
user avatar

Eric A

CFP®, Series 63, Series 65

South Charleston, WV

Retirement Planning Consultants Inc

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Brian R

Series 63

South Charleston, WV

Freedom Financial Advisors, LLC

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with four years of industry experience. He holds a Series 63 designation and has worked at Freedom Financial Advisors since 2022. In addition to his advisory role, Ross is involved with Freedom Financial Insurance Group, where he works as an agent selling fixed annuities and life insurance, and with Freedom Federal Educators, providing educational services. Freedom Financial Advisors serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a fundamental analysis-based investment process with a conservative approach, emphasizes educational services, and maintains licensed insurance agents on staff who sell insurance products separately from advisory fees.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
user avatar

Melissa G

Series 63

South Charleston, WV

Freedom Financial Advisors, LLC

Melissa Grass is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. She holds a Series 63 designation and has prior experience at TransAmerica. Outside of investment advising, she is the CEO of Freedom Federal Educators, a business that provides federal benefits education through webinars and other content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative positioning, and educational services, managing approximately $13 million in assets mostly on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
user avatar

Kirstin S

Series 65

South Charleston, WV

Freedom Financial Advisors, LLC

Kirstin Selbee is a financial advisor at Freedom Financial Advisors, LLC and holds a Series 65 credential. She has no prior industry experience but has worked in various healthcare roles and as a homemaker. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a conservative investment approach based on fundamental business analysis and emphasizes client education and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) General retirement planning General tax planning Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")