Stone Hill Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,387,183
Clients
114
Advisors
1
of 1 employees
About
Stone Hill Wealth Management is a small, independent advisory firm that serves individuals, high‑net‑worth clients, retirement plans and select corporate or business clients. It offers ongoing portfolio management, tiered financial planning services, retirement plan consulting, and private investment due diligence for both individual and institutional decision‑makers.
The firm frames its investment approach around a "Flow and Foundation" philosophy, emphasizing scarcity and volatility ("Big Energy") when constructing model portfolios (aggressive, moderate, conservative) and individualized investment policy statements. It uses a mix of broad-market ETFs and select alternative exposures, and it may employ shorter‑term trading, margin, options and other strategies while generally managing accounts on a discretionary basis.
Stone Hill is notable among peers for referring clients to and compensating third‑party investment advisers and for accepting performance‑based arrangements with qualified clients, both of which the firm discloses and manages as potential conflicts of interest. It also offers private investment due diligence, held‑away account services for defined‑contribution plan participants via a third‑party platform, and explicit digital‑asset classifications (digital commodities vs. digital securities), features that are less common for firms of its size.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees starting at $2,500; Financial checkup package fee $500; Private Investment Due Diligence Consulting minimum fee $3,000 (may be lowered at discretion)
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for financial planning, $300 per hour for Private Investment Due Diligence Consulting
25.00% of capital appreciation above 6% hurdle rate for qualified clients; includes high water mark
Main office
2550 Pacific Avenue, Ste 700
Dallas TX 75226
Advisors at this office
1
Most active in
Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)