Stone Island Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$133,989,785
Clients
147
Advisors
2
of 4 employees
About
Stone Island Financial Planning serves individuals, high-net-worth clients, families, retirement plans, and charitable organizations, offering combined and standalone financial planning, discretionary investment management, and limited-scope project engagements. Its services cover tailored portfolio management across equities, fixed income, exchange-traded funds, mutual funds, options and pooled investment vehicles, and it offers optional tax preparation and planning through an independent third‑party vendor.
The firm manages many accounts on a discretionary basis and applies cyclical, fundamental and technical analysis (including charting) to implement client objectives, with the ability to honor client-imposed investment restrictions. Certain strategies may employ derivatives and hedging (e.g., options, futures and other over‑the‑counter instruments) and SIFP discloses that it uses performance‑based incentive arrangements for some strategies.
Stone Island discloses uncommon affiliations for a firm of its size: it shares ownership with a commodity pool operator and exempt reporting adviser that sponsors private funds, and principals have roles in a broker‑dealer fintech and a technology company; the brochure describes conflict disclosures and mitigation (clients retain the decision to invest in affiliated funds and the firm does not use the linked broker‑dealer for client business). With roughly $134 million in regulatory AUM and a two‑advisor team, the combination of affiliated fund sponsorship, use of derivatives in managed accounts, and performance‑based strategies is less typical among supported firms.
Client services
Expertise
Fee options
Annual flat fee for combined financial planning and investment management services (amount negotiable); Annual flat fee for ongoing financial planning services (amount negotiable); $1,000 annual flat fee for tax services payable quarterly; Fixed fee for limited-scope financial planning services (amount based on scope and complexity)
$0+: 0.10% to 1.00% (Cash and Fixed Income) $0+: 0.10% to 2.00% (Actively Managed Portfolios)
$300 - $500 per hour depending on complexity
Incentive fee up to 30% of net profits for certain clients
Main office
900 E. Diehl Road, Suite 181
Naperville IL 60563, United States
Most active in
Arizona · Florida · Illinois · Nebraska · Texas · Wisconsin
Also doing business as
James Caird Capital Partners, LLC · Liberty Street Design, LLC · Sgc · South Georgia Capital, LLC · South Georgia Capital, LLC (Relying Adviser) · Stone Island Financial Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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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.
Advisors at this firm
Michael M
Series 63, Series 65
Scottsdale, AZ
Stone Island Financial Planning
Michael Mcalister is a financial advisor with Stone Island Financial Planning in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at South Georgia Capital, LLC since 2009. Outside of his advisory role, he is the managing member of Raintree Capital Management, LLC, a registered commodity pool operator, and serves as a director and board member of fintech firm Click Capital Markets. Stone Island Financial Planning serves individuals, high-net-worth families, retirement plans, and charitable organizations, offering financial planning and discretionary investment management. The firm manages client portfolios across multiple asset classes using a range of analytical methods and employs distinctive strategies such as performance-based compensation and derivatives use, while maintaining relationships with affiliated entities in commodity fund management and fintech.
Adam O
Series 65
Scottsdale, AZ
Stone Island Financial Planning
Adam Oliver is a Series 65–licensed financial advisor at Stone Island Financial Planning in Scottsdale, AZ, with three years of industry experience. His career includes roles at South Georgia Capital, Byline Bank, Northern Trust, and prior work in education at Embry-Riddle Aeronautical University and Omaha Christian Academy. Stone Island Financial Planning serves individuals, high-net-worth clients, families, retirement plans, and charitable organizations, providing financial planning, discretionary investment management, and limited-scope project engagements. The firm employs cyclical, fundamental, and technical analysis in portfolio management and offers strategies including derivatives and hedging, managing roughly $134 million in assets with a two-advisor team.
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