Stonestreet Financial

What Stonestreet Financial does

Stonestreet Financial, Inc. is a privately held, Massachusetts-registered investment adviser founded in 2007 and headquartered at 532 Page Street, Stoughton, MA, serving clients in the Boston metropolitan area. The firm provides a nine-service wealth management offering — Financial Planning, Retirement Planning, Investment Management, Business Planning, College Planning, Personal CFO Services, High-Net-Worth Tax Planning, Trust and Estate Planning, and Charitable and Philanthropic Planning — targeted at HNW individuals, families, business owners, and entrepreneurs. Credentials held or represented include CFP, FPA membership, IRS enrolled agent status, and FINRA BrokerCheck registration.

The firm's revenue model combines recurring AUM-based fees (1.00% on the first $1M, stepping down to 0.80% and 0.75% above $1M and $1.5M respectively), tiered annual financial planning subscriptions (Level 4 at $200–$300/month for married/single clients), one-time plan fees ($1,500–$3,500), hourly advisory services ($200/hour, 2-hour minimum), setup fees ($150–$250, waived above $250K AUM), and unit-priced corporate benefits work ($250/policy and $500/plan). GTM is sales-led and relationship-driven: free consultations, a content marketing blog, monthly tax-planning email newsletter, and educational seminars feed an inbound funnel into face-to-face engagements.

Underlying technology is explicitly non-proprietary; the firm operates a traditional advisory practice with no disclosed platform, API, or AI tooling. No funding rounds, M&A activity, leadership changes, patents, or geographic expansion signals are present in the available record, consistent with a small (1–10 employee), independently operated RIA.

Name

Stonestreet Financial

Legal name

Stonestreet Financial, Inc.

Website

https://stonestreetfinancialinc.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Stonestreet Financial is a privately held, Boston-area registered investment adviser (founded 2007, 1–10 employees) offering integrated financial planning, investment management, retirement, tax, estate, and Personal CFO services to HNW individuals, families, and business owners.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement planning services
• Investment management advisory
• Estate planning services

Headquarters

HQ city

Stoughton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: Ongoing percentage-based fees calculated on total assets under management, tiered by asset level. Fees range from 1.00% for assets up to $1,000,000, down to 0.75% for assets above $1,500,001. This creates a recurring revenue stream aligned with client asset growth.
2. Financial Planning Fees: One-time and recurring fees for comprehensive financial planning services. Level 3 plans range from $1,500 to $3,500, with annual update meetings at $1,000. Level 4 annual subscription plans at $200-$300/month for ongoing comprehensive planning.
3. Account Setup and Management Fees: Setup fees for new accounts at $250 per account (waived with $250,000+ AUM) and $150 per account at Level 3. Hourly consultation fees at $200/hour with 2-hour minimum.
4. Corporate Benefits Services: Fees for group health, life, and disability insurance selection at $250 per policy, and retirement plan implementation at $500 per plan. These represent one-time service fees for employee benefits planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Stonestreet Financial, Inc. is a registered investment advisory firm that provides comprehensive wealth management and financial planning services to high net worth individuals, business owners, entrepreneurs, and successful families. Core offerings include Financial Planning, Retirement Planning, Investment Management, Business Transition Planning, College Planning, Personal CFO Services, High-Net-Worth Tax Planning, Trust and Estate Planning, and Charitable and Philanthropic Planning, delivered through an advisor-led, relationship-based model from the firm's Stoughton, Massachusetts office.

Product overview

Stonestreet Financial, Inc. offers a comprehensive suite of wealth management services as a registered investment adviser. The core offering consists of nine integrated service lines: Financial Planning (holistic wealth management), Retirement Planning, Investment Management (traditional and alternative investments), Business Planning (succession and exit strategies), College Planning, Personal CFO Services, High-Net-Worth Tax Planning, Trust and Estate Planning, and Charitable and Philanthropic Planning. These services are designed for business owners, entrepreneurs, high net worth individuals, and successful families in the Boston area, with a focus on retirement planning, investment and risk management, estate planning, and tax-efficient wealth preservation.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Holistic wealth management service preparing clients for turning points such as business sales, education financing, and retirement through comprehensive financial planning.
• Retirement Planning Creates retirement plans that coordinate investments, estate plans, and philanthropic pursuits with long-term financial objectives.
• Investment Management Develops balanced portfolios combining traditional and alternative investments for wealth management clients.
• Business Planning Specializes in business transitions including valuation, buy-sell agreements, succession planning, and exit strategies with tax-efficient planning.
• College Planning Helps clients create and maintain college funds through careful planning and ongoing dedication.
• Personal CFO Services Acts as a personal CFO for busy clients, tracking every dollar that travels to and from bank accounts and investments.
• High-Net-Worth Tax Planning Proactive tax planning strategies for business owners, entrepreneurs, and high net worth individuals to reduce tax burden throughout the year.
• Trust and Estate Planning Designs estate plans to protect assets, leverage tax strategies, and organize fund transfers to beneficiaries.
• Charitable and Philanthropic Planning Develops targeted philanthropic strategies creating family legacies through charitable giving, trusts, private foundations, and donor-advised funds.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Commonwealth Financial Network: Independent broker-dealer and RIA supporting independent financial advisors serving HNW clients with financial planning, investment, and retirement services. Comparable in advisor-led HNW planning model.
• Hightower Advisors: RIA platform providing wealth management, financial planning, and business transition advisory to HNW clients and business owners. Stonestreet's integrated planning, tax, and estate offering mirrors Hightower's advisor-led wealth services.
• Carson Wealth: National wealth management firm serving HNW individuals and families with holistic financial planning, investment management, and tax services. Comparable in client segment and service breadth to Stonestreet's HNW focus.
• Edelman Financial Engines: Hybrid RIA combining traditional financial advisors with digital planning tools for HNW and mass-affluent clients. Comparable to Stonestreet in HNW financial planning but adds a scaled digital infrastructure layer.
• Mariner Wealth Advisors: Independent RIA offering comprehensive financial planning, investment management, estate, tax, and business transition services for HNW clients. Direct overlap with Stonestreet's integrated planning and business transition practice.
• Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, and tax planning for HNW individuals and business owners nationally. Comparable to Stonestreet in service breadth and client segment, but operates at dramatically larger scale.

Others

• Focus Financial Partners: Partnership and platform for independent wealth management firms, providing scale, capital, and operational support to RIAs targeting HNW clients. Relevant as a potential acquirer/partner for an independent practice like Stonestreet rather than a direct competitor.

Emerging players

• Facet Wealth: Digital-first RIA providing financial planning for HNW and mass-affluent clients via remote CFPs with transparent flat fees. Compares to Stonestreet on the HNW planning segment but competes on digital delivery and pricing transparency.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/stonestreetfin
• Facebookfacebook.com/stonestreetfinancialinc
• LinkedInlinkedin.com/company/stonestreet-financial-inc-

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stonestreet Financial