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Kristy Maples

Advisor at Lodestone Wealth Management LLC

Updated today

Location

Carlton, WA

Credentials

Series 66

Industry experience

15 years

About

Kristy Maples is a financial advisor at Lodestone Wealth Management LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Northwest Investment Advisors, Inc. since 2013. Lodestone Wealth Management serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and other business entities, providing discretionary portfolio management and financial planning with customized portfolios that include exchange-traded funds, mutual funds, individual equities, and fixed-income securities.

Client services

Based on Lodestone Wealth Management LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lodestone Wealth Management LLC

Private / alternative investments

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Fee options

Fixed

Fixed fees for financial planning generally range from $1,500 to $3,500 depending on scope and complexity; flat fee arrangements for management fees are possible on an exceptional basis.

Percentage

$0 - $500,000: 1.25% annually $500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually Over $5,000,000+: Negotiable

Project-based

Hourly fees for standalone financial planning services, specific amounts not stated.

Other

Account minimum: $250,000

Location

Carlton, WA

Most active in

Idaho · Washington

Work history

Northwest Investment Advisors, Inc.

2013 - Present (13 years)

Lodestone Wealth Management, Llc

2011 - Present (15 years)

Disclosures

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

Business activities & affiliations

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Elliot Ford is a financial advisor at Vanderbilt Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2020. Prior to that, he spent 11 years at KMS Financial Services and has been involved with Ark Financial since 2008. Outside of advising, Ford serves as the board president of Cascadia Music, a nonprofit organization that supports music education and performance in his community. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis. Vanderbilt is noted for its integration with retirement-plan and benefits firms, providing pension consulting and plan administration alongside advisory services.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Shane F

Series 65, Series 66

Twisp, WA

RBC Capital Markets

Shane Flock is a financial advisor with RBC Capital Markets in Twisp, WA, holding Series 65 and Series 66 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he owns a glass blowing business, Angel Rae Glass Boutique Limited. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by providing a range of advisory programs and portfolio management services tailored to clients' risk profiles and investment goals.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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