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Lodestone Wealth Management LLC

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Client assets under management

$330,420,171

More info

Clients

287

34% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

96

High

Average account size

$1,151,290

About

Lodestone Wealth Management advises individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities. It provides discretionary portfolio management and financial planning, typically implementing portfolios with exchange‑traded funds, mutual funds, individual equities, and fixed‑income securities, with basic planning services included in its management relationship.

The firm manages accounts on a discretionary basis using fundamental analysis and a mix of long‑term, short‑term, and trading strategies, and it customizes portfolios using client profiles and written investment restrictions. Lodestone may allocate portions of client assets to third‑party separate managers when access to specific strategies or funds is needed, and for accredited investors it may recommend non‑traded private offerings (such as non‑traded REITs) on a non‑discretionary basis.

Compared with many peers, Lodestone operates at a larger scale for a small advisory team (reporting about $346.5 million in discretionary assets) and discloses the use of borrowing/margin features within separately managed account arrangements through custodial and separate‑manager practices. The firm’s principal owners also maintain outside industry roles — one holds broker‑dealer registration and insurance licenses and another provides CPA services through a separate, family‑owned firm — disclosures the brochure identifies as potential conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

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

Main office location

Lodestone Wealth Management LLC

9 S Washington St, Ste 211

Spokane WA 99201, United States

Number of offices

4

Most active in

More info

California · Colorado · Florida · Idaho · Oregon · Texas · Washington

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 509-413-2386

Advisors at this firm

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Andrew M

Series 65

Tavernier, FL

Lodestone Wealth Management LLC

Andrew Mcdirmid is a financial advisor at Lodestone Wealth Management LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Eide Bailly LLP and McDirmid Mikkelsen & Secrest PS. Outside of advising, he assists with accounting, marketing, design, and strategic planning for an outdoor clothing retailer in Spokane, WA, and also provides accounting services through his own firm in Sandpoint, ID. Lodestone Wealth Management serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities by offering discretionary portfolio management and financial planning. The firm customizes portfolios using ETFs, mutual funds, individual equities, and fixed-income securities, with access to third-party Separate Managers and private placements for accredited investors.

Private / alternative investments
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Kristy M

Series 66

Carlton, WA

Lodestone Wealth Management LLC

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.

Private / alternative investments
user avatar

Daniel M

Series 66

Spokane, WA

Lodestone Wealth Management LLC

Daniel Murphy is a financial advisor at Lodestone Wealth Management LLC in Spokane, WA, holding a Series 66 designation with 26 years of industry experience. He has been with Lodestone Wealth Management since 2009 and also has a concurrent affiliation with Northwest Investment Advisors, Inc. Outside of advisory work, Mr. Murphy personally owns and manages two rental properties. Lodestone Wealth Management serves individual clients, trusts, pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, utilizing customized portfolios that include exchange-traded funds, mutual funds, individual equities, fixed-income securities, and allocations to third-party Separate Managers and private placements for accredited investors.

Private / alternative investments
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