Cobblestone Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Cobblestone Wealth Advisors provides financial planning, selection of other advisers, and pension consulting to a mix of institutional clients (including employee benefit plans) and individual clients, and offers advice on stocks, bonds, mutual funds, and ETFs. Rather than managing client accounts directly, the firm typically recommends third‑party money managers who assume discretionary authority over client portfolios while Cobblestone monitors performance.
The firm’s role is primarily advisory and non‑discretionary: it conducts suitability reviews, recommends and periodically re‑allocates money managers when their strategies or performance diverge from client objectives, and produces written financial plans or limited‑scope consulting engagements. Cobblestone uses a combination of technical, fundamental and cyclical analysis in its recommendations, and offers hourly consulting services alongside its planning work.
Distinctive aspects include its pension consulting practice and formal selection of other advisers—services that are relatively uncommon among peers in this category—and the firm’s practice of sharing in the advisory fees paid to recommended money managers. The firm also has affiliated broker‑dealer and insurance activities, meaning personnel may receive commissions or 12b‑1 fees in addition to advisory compensation, a potential conflict of interest that is disclosed in its brochure.
Client services
Financial planning
Pension consulting
Selection of other advisers
Occupation focus
Retired
Fee options
$250,000 - $500,000: $2,500 plan development fee $500,001 - $1,000,000: $3,500 plan development fee $1,000,001+: As quoted plan development fee $0 - $250,000: $1,250 planning update fee $251,000 - $500,000: $1,000 planning update fee $501,000 - $1,000,000: $750 planning update fee $1,000,001+: Complimentary planning update fee
Advisory persons are registered representatives earning commissions on securities and insurance products sold, including 12b-1 fees.
$500 per hour for limited scope engagements (first hour or partial hour), $250 per half hour thereafter; $150 per hour for administrative work with minimum 1 hour.
Account minimum: No minimum stated; however, the firm may terminate accounts deemed too small to effectively manage at its sole discretion. Fee-only: Financial planning and consulting fees: Project fees ranging from $2,500 to over $1,000,000 accounts as quoted; hourly consulting fees $500 per hour for first hour or partial hour, $250 per half hour thereafter; $150 per hour for administrative work with 1 hour minimum.
Main office location
Cobblestone Wealth Advisors
8119 7 Th Avenue
Brooklyn NY 11228, United States
Number of offices
1
Most active in
Cobblestone Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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