A complete list of active advisors currently associated with Flagstone Financial Advisors, Inc.

Warmer can help you find a great advisor at Flagstone Financial Advisors, Inc. or one who fits your needs even better.

Flagstone Financial Advisors is a small, supported SEC-registered adviser that works with individual clients (including high-net-worth individuals), as well as trusts, charitable organizations, corporations, and estates. The firm offers discretionary investment management and written financial planning services, managing about $84 million in client assets across roughly 55 client relationships and charging percentage-of-AUM advisory fees billed quarterly. Flagstone customizes portfolios to client objectives and monitors them on an ongoing basis, employing asset-allocation driven strategies and a mix of fundamental and charting analysis, with both long- and short-term trading used when suitable. The firm recommends Charles Schwab as custodian, prepares quarterly performance reports and written financial plans for clients, and discloses that tax efficiency is not a primary portfolio objective unless agreed in writing. A noteworthy aspect of Flagstone’s disclosures is its emphasis on documented client communications—written plans, quarterly performance reporting, privacy notices, and a formal trade-error policy—which the brochure highlights alongside standard custodial statements and invoices; producing periodic client communications beyond regulatory statements is relatively uncommon among peers. The brochure also discloses a referral relationship with an accounting practice tied to a family member, a potential conflict the firm acknowledges in its disclosures.

To learn more about the advisors currently working at Flagstone Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.