Stone Oak Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$341,452,564
Clients
268
Advisors
4
of 7 employees
About
Stone Oak Wealth Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and businesses, offering discretionary and non‑discretionary portfolio management, financial planning, and pension consulting for plan sponsors and fiduciaries. The firm also may recommend and monitor third‑party money managers as part of tailored client solutions.
The firm manages assets using model portfolios and a mix of analytical approaches (technical, fundamental and modern portfolio theory), and describes both long‑ and short‑term trading strategies that may be employed where suitable for a client's objectives. Accounts are custodied primarily at Charles Schwab, and the firm monitors accounts on an ongoing basis with periodic formal reviews and the ability to aggregate trades across accounts.
Distinctive disclosures in the brochure include an affiliated insurance agency and the fact that advisers are licensed insurance agents who may earn separate commission‑based compensation for insurance sales, a conflict the firm expressly discloses. The brochure also details pension consulting services for employee benefit plans (plan reviews, fund‑selection advice and participant education), and notes the firm may advise on a broad range of investments and implement trading and model‑based strategies—features that distinguish it from many peer advisory teams.
Client services
Expertise
Fee options
Flat fees typically ranging between $1,500 and $5,000 for financial planning on occasion.
$0 - $1,000,000: 0.80% - 1.50% $1,000,001 - $3,000,000: 0.75% - 1.25% $3,000,001+: 0.50% - 1.00%
Insurance commissions for insurance products sold by licensed agents affiliated with the firm.
$200 - $250 per hour for financial planning on occasion.
Main office
19026 Ridgewood Parkway, Suite 134
San Antonio TX 78259
Advisors at this office
4
Most active in
Louisiana · Texas
Also doing business as
Stone Oak Wealth Management · Stone Oak Wealth Management, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Gregory T
CFP®, Series 66
San Antonio, TX
Stone Oak Wealth Management, LLC
Gregory Thompson is a CFP® with 26 years of industry experience, currently serving as an advisor at Stone Oak Wealth Management, LLC in San Antonio, TX. He has worked with Stone Oak Wealth Management since 2005, including a period at Titleist Asset Management, Ltd. from 2011 to 2017. In addition to his advisory role, he is an independent insurance agent. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, utilizing a combination of analytical approaches and trading strategies tailored to client objectives.
Nathan I
Series 66, Series 63
San Antonio, TX
Stone Oak Wealth Management, LLC
Nathan Impellizzeri is a financial advisor at Stone Oak Wealth Management, LLC with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Stone Oak Wealth Management, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for three years. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm employs a combination of technical, fundamental, and modern portfolio theory approaches in managing assets and offers tailored client solutions that may include third-party money managers.
John D
Series 63, Series 66
San Antonio, TX
Stone Oak Wealth Management, LLC
John Dallahan is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and Security Service Federal Credit Union. Stone Oak Wealth Management serves individuals, including high net worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, integrated financial planning, and pension consulting, utilizing a model-based, analytical investment approach with both long- and short-term strategies.
Cristina R
Series 63
San Antonio, TX
Stone Oak Wealth Management, LLC
Cristina Raft is a financial advisor at Stone Oak Wealth Management, LLC in San Antonio, TX, with 27 years of industry experience. She holds a Series 63 designation and previously worked at Raymond James from 2016 to 2018 before joining Stone Oak Wealth Management in 2018. Stone Oak Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting, employing a mix of technical, fundamental, and modern portfolio theory approaches along with both long- and short-term trading strategies.
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