TrustStone Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TrustStone Wealth Partners provides ongoing portfolio management, financial planning, and retirement plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers both discretionary and non‑discretionary services and documents client objectives in an Investment Policy Statement for each engagement.
The firm’s investment process emphasizes tailored portfolios that primarily use ETFs and may include third‑party managers or model portfolios sourced through technology platforms such as 55ip. TrustStone describes a broad toolkit of analysis methods — including fundamental, quantitative, technical, and modern portfolio theory — and may employ both long‑ and short‑term trading strategies as well as margin when appropriate.
Noteworthy aspects include that certain supervised persons are licensed insurance agents who may recommend commissionable insurance products, a relationship TrustStone discloses and documents as a potential conflict of interest. The brochure also indicates the firm may place clients in less common holdings for a small advisory firm — such as private placements, venture capital funds, and precious‑metal ETFs — and it operates with a small team and roughly $12.3 million in discretionary assets across a limited number of client relationships.
Client services
Expertise
Occupation focus
Fee options
Financial planning: $4,000/year first year, $2,000/year thereafter
$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 products sold by supervised persons on a commission basis, disclosed conflicts of interest
Minimum fee: $2,500 annual minimum fee for portfolio management; $4,000 annual minimum fee for retirement plan consulting Fee-only: Fixed financial planning fee: $4,000 per year for the first year, $2,000 per year thereafter
Main office
101 Glen Lennox Drive, Unit 300
Chapel Hill NC 27517
Advisors at this office
2
Most active in
North Carolina
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.
Forms ADV
Advisors at this firm
John S
Series 65
Chapel Hill, NC
TrustStone Wealth Partners, LLC
John Stilley is a financial advisor at TrustStone Wealth Partners, LLC in Chapel Hill, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Gordon Asset Management, LLC for ten years before joining TrustStone Wealth Partners in 2024. He is also the owner of Stilley Financial L.L.C., a holding company that owns TrustStone Wealth Partners. TrustStone Wealth Partners provides discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services to individuals, retirement plans, corporations, trusts, and charitable organizations. The firm employs a range of investment strategies including fundamental, quantitative, and technical analysis, and typically favors ETFs in portfolio construction.
Joshua S
Series 65
Chapel Hill, NC
TrustStone Wealth Partners, LLC
Joshua Stilley is a financial advisor at TrustStone Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Gordon Asset Management, LLC for six years. He is also the owner of JVS Financial L.L.C., a holding company that owns TrustStone Wealth Partners. TrustStone Wealth Partners provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm employs tailored investment strategies primarily using ETFs, third-party managers, and model portfolios, applying various analysis methods and trading strategies to meet client objectives.
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