Stepping Stone Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stepping Stone Advisors is a single-advisor, state-registered firm that provides comprehensive financial planning and tailored investment management to individuals, families, and high-net-worth clients across a small client base. The firm delivers written financial plans and offers both project-based and ongoing subscription planning engagements.
The practice emphasizes holistic financial planning as its primary service and constructs investment portfolios guided by modern portfolio theory, with a primary use of passive management alongside fundamental, technical, cyclical, and charting analyses when conducting investment analysis. Investment management is offered as part of the ongoing planning relationship rather than as a separately billed service, and the firm does not accept custody of client assets.
Distinctively, the firm does not charge advisory fees as a percentage of assets under management; instead, it calculates fees based on a combined assessment of a client’s income and net worth with separate onboarding and ongoing components. The advisor operates a very small, solo practice while also serving as a Personal Financial Counselor for the Department of Defense, and the firm discloses policies such as not engaging in block trading, not accepting third-party product compensation, and leaving proxy voting and custody responsibilities with clients’ custodians.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% of income annually $500,001 - $1,500,000: 0.75% of income annually $1,500,001+: 0.50% of income annually $0 - $2,500,000: 0.50% of net worth annually $2,500,001 - $10,000,000: 0.25% of net worth annually $10,000,001+: 0.10% of net worth annually
$200 per hour for project-based financial planning
Minimum fee: Minimum annual fee of $1,200 Fee-only: Ongoing comprehensive financial planning with combined fee based on income and net worth percentages; minimum annual fee $1,200; fees negotiable.
Main office
Superior Township MI
Advisors at this office
1
Most active in
Ohio · Virginia
Also doing business as
Stepping Stone Advisors · Stepping Stone Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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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