Stonewell Financial Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stonewell Financial Management LLC provides discretionary investment management and related advisory services to individuals and high‑net‑worth clients, including guidance on retirement accounts and rollovers. The firm constructs customized portfolios primarily using low‑cost mutual funds and ETFs and may incorporate individual securities or legacy holdings when appropriate.
The advisor applies fundamental analysis and a generally long‑term investment approach, with periodic rebalancing and tactical reallocations to address client goals, risk tolerance and cash needs. It operates as a fiduciary, maintains continuous client contact, and typically directs clients to an institutional custodian with advisory fees deducted from custodial accounts while it does not hold client custody beyond that limited authority.
Notable distinctions include that the firm is newly established and, unlike many peers in its regulatory category, offers direct portfolio management for individual clients rather than operating proprietary or private funds or charging performance‑based fees. The firm’s principal also maintains a separate, commission‑based insurance practice (about 10% of his time), a relationship the brochure discloses as a potential conflict when insurance products are recommended.
Client services
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Insurance commissions earned separately by the Principal in his capacity as an independent insurance professional.
Fee-only: Investment advisory fees based on tiered percentage of assets under management, paid monthly in advance. Fees may be negotiable.
Main office
Boise ID
Advisors at this office
1
Most active in
Idaho
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
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