Sunstone Financial logo

Sunstone Financial

Updated today

Client assets under management

$88,690,560

Clients

216

7% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

108

Very High

Average account size

$410,604

About

Sunstone Financial provides fee-based, discretionary portfolio management and advisory services to individuals, trusts, estates and charitable organizations. The firm manages customized portfolios primarily through mutual funds — notably American Funds — and may also recommend ETFs, other mutual funds and exchange-listed securities; it does not participate in wrap-fee programs.

The adviser emphasizes a tactical allocation strategy informed by fundamental analysis, favoring long-term holdings while occasionally reallocating for diversification, sector exposure or tax harvesting and using cash positions as a potential hedge. Portfolios are tailored through ongoing client discussions and client-imposed restrictions are accommodated; advisory fees are deducted directly from client accounts, which can require selling mutual fund shares to generate cash for fee payments.

Distinctive features include a two-advisor team overseeing roughly $88.7 million in discretionary assets for about 216 clients with no stated account minimums, and a pronounced operational reliance on a single mutual fund complex for trading and reporting — clients receive statements from the fund complex and the firm does not deliver separate advisor reports or vote fund proxies on their behalf. The firm’s ownership is licensed to offer term life insurance and may sell insurance products for separate commission compensation, a disclosed potential conflict of interest for clients to consider.

Client services

Portfolio management

Expertise

Active portfolio management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

1.25% annually

Commissions

Separate commissions for insurance products when acting as insurance agent

Main office location

Sunstone Financial

25 Arizona Place, 5 Th Floor

Chandler AZ 85225, United States

Number of offices

1

Most active in

Arizona · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark G

Series 63, Series 65

Chandler, AZ

Sunstone Financial

Mark Godfrey is a financial advisor with Sunstone Financial in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Sunstone Financial Services since 2007 and previously at Next Financial Group Inc. Godfrey also serves as an expert witness on securities-related matters for various law firms. Sunstone Financial provides fee-based investment advisory services to individuals, trusts, estates, and charitable organizations, managing approximately $75 million across about 130 client accounts. The firm uses a tactical allocation approach focused on long-term holdings and risk reduction, primarily investing through American Funds mutual funds with selective use of ETFs and other securities.

Active portfolio management
user avatar

Darius G

Series 63, Series 65

Chandler, AZ

Sunstone Financial

Darius Godfrey is a financial advisor at Sunstone Financial with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Next Financial Group, Charles Schwab & Co., and Calisi Financial, as well as several years in full-time education. Sunstone Financial provides fee-based investment advisory services to individuals, trusts, estates, and charitable organizations, managing about $75 million across roughly 130 client accounts. The firm employs a tactical allocation approach focused on long-term holdings and uses primarily American Funds mutual funds, with an operational model that centralizes custody and reporting within a single mutual fund complex.

Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")