S
Stone & Newhouse Wealth Advisory
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
Stone & Newhouse Wealth Advisory is an independent, single-advisor registered investment adviser that provides financial planning and consulting to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm currently delivers written financial plans and targeted consulting rather than discretionary portfolio management or custody of client assets.
Plans are developed from client-supplied information and the firm uses a range of analytical methods — including fundamental, technical and cyclical analysis — and may recommend long- or short-term strategies depending on client goals. SNWA does not monitor or trade client accounts on a discretionary basis and does not use percentage-of-assets fee arrangements typical at many advisory firms.
The firm’s principal maintains outside business activities that include an affiliated accounting and tax-preparation practice, a real estate services DBA, and insurance licensing, allowing the firm to offer tax, real estate and insurance-related services or referrals alongside planning — features that are uncommon among solo independent advisers. These non-advisory activities can produce separate compensation (for example, insurance commissions and real estate fees) and are disclosed as potential conflicts of interest when services overlap with financial planning.
Client services
Financial planning
Expertise
General tax planning
General estate planning guidance
Occupation focus
Self-Employed
Fee options
Commission earned on insurance products sold by associated persons who are licensed insurance agents
Hourly fee of $250, negotiable depending on scope, complexity, and estimated time
Fee-only: $250 per hour for financial planning and consulting services; fees are negotiable
Main office location
Stone & Newhouse Wealth Advisory
1477 Colorado Boulevard
Los Angeles CA 90041, United States
Number of offices
1
Most active in
Stone & Newhouse Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
Forms ADV
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