S
Stoneholt Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Stoneholt Wealth is a fee‑only registered investment adviser that describes its clients as individuals and high‑net‑worth clients and offers wealth management alongside both project‑based and ongoing financial planning. The brochure notes discretionary investment management and ongoing account supervision, and also describes regular reviews and written financial plans for planning engagements.
The firm’s investment approach blends passive and active strategies within a modern‑portfolio framework and employs fundamental, technical, and charting analysis as part of its security selection and risk assessment. Stoneholt Wealth also uses outside managers and model portfolios — including participation in a model marketplace — and describes a diligence and monitoring process for third‑party managers while retaining authority to implement portfolio changes.
Distinctive features include an explicit program of recommending independent outside investment managers and subscribing to a model marketplace, services that are offered by a minority of firms in this category. The brochure also highlights that the firm is newly registered, operates with a single advising principal, reports no client assets as of the filing date, and requires custody relationships through specific institutional platforms when managing client accounts.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
Tax-loss harvesting
Business sale tax planning
Fee options
Fixed fees for Project-Based Financial Planning range from $4,000 to $6,000
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $25,000,000: 0.50% $25,000,000+: Negotiable
Hourly rate of $350 for Project-Based Financial Planning
Ongoing Financial Planning Services charged a recurring fixed annual fee ranging from $1,500 to $5,000 per quarter
Minimum fee: Minimum quarterly fee of $1,875 for Wealth Management Services Fee-only: Fee-only firm; compensation solely from Clients for services
Main office location
Stoneholt Wealth
Lake Oswego OR, United States
Number of offices
1
Most active in
Stoneholt Wealth has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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
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