STONE ISLAND FINANCIAL PLANNING

Overview

Stone Island Financial Planning is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual principal. The firm has been SEC-registered since 2009 and positions itself as a capital allocator that serves both individuals and families as well as institutional clients. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection or oversight of other advisers. The firm uses a mix of fee arrangements — percentage-of-AUM, hourly, fixed fees, and performance-based fees — which suggests flexibility in structuring client engagements. Stone Island is not described as an active ESG investor. On the operational side, the firm has affiliations beyond pure advisory work: it is associated with other investment adviser activities, commodity pool operator/commodity trading advisor roles, and acts as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives