Stonehaven Wealth & Tax Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stonehaven Wealth & Tax Solutions provides discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts and estates. The firm manages roughly $168 million in client assets for about 310 accounts and typically works with relationships of a size that support its integrated planning and portfolio management services.
The firm’s investment process combines fundamental and quantitative analysis to construct model portfolios composed mainly of ETFs, mutual funds and individual equities, with a generally long-term orientation while permitting shorter-term trading for rebalancing or client needs. SWTS acts as a fiduciary in retirement-account advice and implements tax-aware decisions as part of ongoing portfolio supervision and client reviews.
What distinguishes the firm is that it both sponsors a wrap-fee program that bundles transaction, custodial and administrative “Covered Costs” into its asset-based fee and maintains an affiliated accounting and tax services entity under common ownership. Advisors at the firm are also licensed to sell insurance and the firm recommends a particular institutional custodian whose platform and software access create economic benefits to the advisor, which the firm discloses as potential conflicts to be managed.
Client services
Expertise
Fee options
$0 - $500,000: 1.70% $500,001 - $2,000,000: 0.90% $2,000,001+: 0.60%
Account minimum: $500,000
Main office
540 South Westland Drive
Appleton WI 54914
Advisors at this office
2
Most active in
Texas · Wisconsin
Also doing business as
Stonehaven Wealth & Tax Solutions · Stonehaven Wealth & Tax Solutions, 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Brian M
PFS™, Series 66
Appleton, WI
Stonehaven Wealth & Tax Solutions
Brian Much is a financial advisor at Stonehaven Wealth & Tax Solutions with 19 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Stonehaven Wealth & Tax Solutions in 2024, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 15 years. Outside of his advisory role, Much serves as CEO of Stonehaven Financial Services, LLC, which provides tax preparation and accounting services. Stonehaven Wealth & Tax Solutions offers discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and quantitative analysis to build model portfolios and integrates tax-aware decisions into its fiduciary retirement-account advice.
Scott H
Series 66
Appleton, WI
Stonehaven Wealth & Tax Solutions
Scott Hackl is a financial advisor at Stonehaven Wealth & Tax Solutions with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors. Hackl serves on the boards of the Evangelical Catholic and the Stephen and Laurel Brown Foundation. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach using model portfolios composed primarily of ETFs, mutual funds, and individual equities, while also offering affiliated tax and accounting services.
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