# Stone Wealth Strategies

> Stone Wealth Strategies is a state-registered investment advisory firm, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 5, 2026.

- CRD: 297961
- Filed as: STONE WEALTH STRATEGIES
- Legal name: Stone Advisors Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297961
- AdvisorCensus page: https://advisorcensus.com/firm/stone-wealth-strategies-297961

## Quick answers

**How is Stone Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Stone Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Stone Wealth Strategies registered with the SEC or a state?**
Stone Wealth Strategies is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297961.

**What types of clients does Stone Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); corporations or other businesses not listed above (2).

**Does Stone Wealth Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297961

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $0 |
| Corporations or other businesses not listed above | 2 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coloradotaxcoach.com
- eventbrite.com/o/stone-wealth-strategies-39173930333
- mystoneadvisor.com
- re.endo.com
- stonecpaadvisors.eventbrite.com
- stonewealthstrategies.com
- Facebook @larry.stone.9
- Facebook @pat.barry.98434
- Facebook @stoneadvisorsarizona
- Facebook @stonecpaadvisors
- Facebook @stonewealthstrategiesarizona
- Instagram @stonewealthstrategies
- LinkedIn @colorado-tax-coach
- LinkedIn @larrystonecpa
- X @COTaxCoach

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Wealth Strategies (CRD 297961): Form ADV filing data as of October 2026.