Flagstone Financial Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 112507
- Website
- www.flagstoneadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.5%
- Individuals12.6%
- Charitable Organizations2.91%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Flagstone Financial Advisors, Inc. is an independent registered advisory firm organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, and the publication of periodicals or newsletters. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities13%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Steven Knous
Founder and PresidentCRD 4433880
Martin Knous
Vice PresidentCRD 7056912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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