Stone Tower Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management, investment management, comprehensive and project-based financial planning, and retirement plan consulting and management to a mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and businesses. It operates as a fee-only registered investment adviser and can manage accounts on either a discretionary or non-discretionary basis.
The firm describes an investment approach grounded in modern portfolio theory, building diversified portfolios that blend global equities and domestic fixed income, with the potential inclusion of alternative investments and quantitative factor overlays (momentum, value, quality, size). It uses both passive and active vehicles, offers socially responsible investing options, applies periodic rebalancing, and accesses third-party manager models through Schwab’s Model Market Center while retaining final trading discretion.
Notable features in the brochure include that this is the firm’s initial Form ADV filing and it reported no assets under management at the stated date, which is relevant for prospective clients evaluating scale and operational maturity. The firm also offers educational seminars and speaking engagements — a relatively uncommon service among similar advisers — and the advisers have atypical outside commitments (one holds a substantial teaching role overseas that does not overlap U.S. trading hours), a staffing detail that may inform client interaction and coverage.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-Based Financial Planning fixed fees range from $300 to $10,000
$0 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
$300 per hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning: $1,000 to $5,000 per quarter (fixed fee); Project-Based Planning: $300 to $10,000 fixed fee or $300/hour (hourly rate)
Main office
4555 Lake Forest Drive, Suite 650
Cincinnati OH 45242
Advisors at this office
2
Most active in
Florida · Kentucky · Ohio
Also doing business as
Stone Tower Wealth Advisors · Stone Tower Wealth 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
Quick links
Advisors at this firm
Matthew A
CFP®, Series 63, Series 65
Cincinnati, OH
Stone Tower Wealth Advisors
Matthew Alatorre serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and retirement income. Matthew holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). With over 14 years of industry experience, Matthew has guided individuals, families, corporate executives, and business owners through a range of financial planning needs, including investments, retirement planning, college education planning, estate planning, lending, and insurance. He also holds the titles of Senior Portfolio Advisor and Senior Financial Advisor, managing discretionary custom investment strategies and selecting from Merrill model portfolios and third-party investment options. Matthew earned a Bachelor's Degree from Miami University and is actively involved in his community. He serves on the Advisory Board at the Fairfield YMCA and the Investment Committee at the Greater Miami Valley YMCA. Additionally, he coaches youth sports such as basketball, baseball, and soccer. Matthew participates in organizations including Adopt-A-Class Cincinnati and the Boys & Girls Club of Greater Cincinnati. He is married with four children and values faith, family, finances, and fun.
Austin C
Series 65, Series 66
Cincinnati, OH
Stone Tower Wealth Advisors
Austin Carr is a financial advisor at Stone Tower Wealth Advisors with Series 65 and Series 66 credentials. He has one year of industry experience and a background that includes teaching positions at international schools in Thailand. Outside of advising, he holds a substantial teaching role overseas. Stone Tower Wealth Advisors offers wealth management, investment management, and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach incorporates modern portfolio theory, blending global equities, domestic fixed income, and alternative investments with both passive and active strategies.
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