StoneCrest Wealth Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, small businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, typically constructing portfolios using mutual funds and ETFs and retaining legacy positions when appropriate to client goals.
The firm’s investment process is primarily long‑term and combines fundamental and technical analysis to set asset allocation and select investments, with periodic rebalancing and the flexibility to trade for cash needs or tax reasons. StoneCrest also uses third‑party platforms to access and, where authorized, manage held‑away accounts and maintains an institutional relationship with a custodian that provides software and operational support.
StoneCrest’s disclosures note several uncommon features: it offers a performance‑based fee option for qualified clients with a high‑water‑mark structure, several advisory personnel are licensed insurance professionals who may receive separate insurance commissions, and advisors also serve as registered representatives of a broker‑dealer and may effect commissionable transactions outside advisory accounts. The firm’s materials also indicate the use of endorsements and testimonials in advertising and describe the firm receiving certain economic benefits from its custodian relationship.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% annually $1,000,000+: 0.78% annually
Certain Advisory Persons earn commissions as Registered Representatives and insurance professionals separately from advisory fees.
Performance fee from 0.25% to 0.7% annually on returns up to 10% ROI for Qualified Clients with at least $1,100,000 AUM or $2,200,000 net worth; billed annually; minimum fee applies even for 0% or negative returns.
Fee-only: Wealth management fees range from 0.78% to 1.50% annually; fees may be negotiable; $4.25 monthly technology fee for accounts under $1,000,000 (billed quarterly)
Main office
118 S Kyrene Road, Suite 4
Chandler AZ 85226
Advisors at this office
3
Most active in
Arizona · California · Colorado · Florida · Georgia · Louisiana · Texas · Utah · Washington
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.
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Keith M
CFP®, Series 63
Chandler, AZ
StoneCrest Wealth Management, Inc
Keith Mahan is a CFP® with 33 years of industry experience, currently serving as an advisor at StoneCrest Wealth Management, Inc. He has previously worked at Lincoln Investment and Capital Analysts, Incorporated. Outside of his advisory roles, he is president of KCASHMAN 118 KYRENE LLC, a real estate management entity. StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management primarily using mutual funds and ETFs.
Christian M
Series 66
Chandler, AZ
StoneCrest Wealth Management, Inc
Christian Mahan is a financial advisor at StoneCrest Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, LLC, Peyton Resource Group, USAA Investment Services Company, Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, and Northern Trust. StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a primarily long-term investment approach, combining fundamental and technical analysis to set asset allocation and select investments, with discretionary portfolio management that often includes mutual funds and ETFs.
Brian W
CFP®, Series 66
Chandler, AZ
StoneCrest Wealth Management, Inc
Brian Wiscombe is a CFP®-certified financial advisor with 12 years of industry experience, currently with StoneCrest Wealth Management, Inc. He previously worked at Edward Jones, Lincoln Investment, and Capital Analyst. Outside of his advisory work, he serves as President of the St. John Bosco Catholic School Dad's Club and is a member of the school's advisory board. He also serves on the board of 10-2 Technologies, a law enforcement technology firm. StoneCrest Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management focused on mutual funds, ETFs, and legacy positions aligned with client goals.
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