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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-25-2006
- Office Locations
- 1
Office Locations
About Tone Financial Advisors, LLC
Tone Financial Advisors (Tone Capital) provides fiduciary, advice-led wealth management for individuals and families, pairing holistic planning (budgeting, income modeling, expense management) with a data-driven, factor-based asset allocation approach. The team brings 20+ years serving institutional investors and also partners with community banks to deliver a white-labeled wealth solution spanning investment management, technology, marketing, and compliance, supported by portals that aggregate investment and banking accounts.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN EDWARD TONE
Financial Advisor, General Partner, President
- CRD
- #5103897
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,838,464 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,838,464 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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