Scottsdale, AZ Office

Team
Updated today
Stone Island Financial Planning logo

Stone Island Financial Planning

Supported

Firm-wide stats for Stone Island Financial Planning

Total advisors

2

Clients per advisor

74 High

Avg AUM per client

$911,495 Typical

HNW client ratio

81% Very High

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.

Based on Stone Island Financial Planning

Expertise

Options & derivatives strategies

Based on Stone Island Financial Planning

Location

9835 E. Bell Road, Suite 110

Scottsdale AZ 85260

Advisors at this office

2

Advisors at this office

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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.

Options & derivatives strategies
user avatar

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.

Options & derivatives strategies
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