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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-2009
- Office Locations
- 1
Office Locations
About Stone Island Financial Planning
Stone Island Financial Planning is a fee-only, fiduciary firm serving individuals and families nationwide from Scottsdale, AZ and Naperville, IL. The team builds written financial plans and provides ongoing monitoring, with investment management available when requested. Their philosophy emphasizes measurable objectives and empirically supported assumptions, favoring steady, absolute-return-oriented strategies with limited volatility. Fees are transparent via flat-fee and hourly options; custody includes Pershing.
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL CHRISTOPHER MCALISTER
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #4531504
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Adam James Oliver
--
- CRD
- #7801146
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,990,107 | $533,825 |
| Non-Discretionary | $0 | -- |
| Total | $133,990,107 | $533,825 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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