{"url":"https://nivawealth.com/firms/stone-wealth-partners-308429","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/308429","regulatoryAum":142879888,"crd":"308429","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7008950","suffix":null,"lastName":"Butcher","firstName":"William","middleName":"Curtis"},{"crd":"5592888","suffix":"II","lastName":"DELHOMME","firstName":"TERRY","middleName":"JAMES"},{"crd":"7818630","suffix":null,"lastName":"Girouard","firstName":"Sara","middleName":"Elizabeth"},{"crd":"5882455","suffix":null,"lastName":"HEBERT","firstName":"RICHARD","middleName":"ALEXANDER"},{"crd":"6911130","suffix":null,"lastName":"McClendon","firstName":"Hunter","middleName":"Bailey"},{"crd":"8039993","suffix":null,"lastName":"Savoie","firstName":"Joshua","middleName":"L  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Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020502","versionId":1020502,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-17","documentName":"STONE WEALTH PARTNERS LLC ADV BROCHURE PART 2","fee_rate_low":2,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial consulting","summary":"Financial consulting is billed at $200 an hour, or a fixed fee of $1,500 to $2,500, negotiable and due on completion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020502","versionId":1020502,"submittedOn":"2026-03-17","documentName":"STONE WEALTH PARTNERS LLC ADV BROCHURE PART 2"},{"role":"other","program":"Financial planning","summary":"Financial planning is billed at $200 an hour, or a fixed fee of $1,500 to $2,500, negotiable and due on completion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020502","versionId":1020502,"submittedOn":"2026-03-17","documentName":"STONE WEALTH PARTNERS LLC ADV BROCHURE PART 2"},{"role":"other","program":"Pension consulting","summary":"Pension consulting is billed at $200 an hour, or a fixed fee of $1,500 to $2,500, negotiated with the plan sponsor.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020502","versionId":1020502,"submittedOn":"2026-03-17","documentName":"STONE WEALTH PARTNERS LLC ADV BROCHURE PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:36:16.639538+00:00","documents":[{"name":"STONE WEALTH PARTNERS LLC ADV BROCHURE PART 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2019."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Louisiana","offices":2,"addresses":[{"street":"1200 Camellia, Suite 101","city":"Lafayette","headquarters":true},{"street":"1819 W. Pinhook RD","city":"Lafayette"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"337-660-2334","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":77},{"label":"U.S. government/agency bonds","percent":5},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":12},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":3,"detail":"Reits and Convertible Bonds, Structured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"24 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/308429/PDF/308429.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1020502","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stone Wealth Partners have?","answer":"Stone Wealth Partners has 375 clients and manages $143 million for them, as of September 2026. They include 347 individual clients and 28 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stone Wealth Partners offer?","answer":"Stone Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Stone Wealth Partners charge?","answer":"Stone Wealth Partners charges 2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.","source":"STONE WEALTH PARTNERS LLC ADV BROCHURE PART 2, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Stone Wealth Partners use?","answer":"Stone Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $142M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stone Wealth Partners have?","answer":"Stone Wealth Partners has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stone Wealth Partners invest in?","answer":"At the end of its last fiscal year, Stone Wealth Partners’ separately managed accounts held 77% exchange-traded equities, 12% investment grade corporate bonds, 5% U.S. government and agency bonds, 3% other, 2% cash and equivalents and 1% state and local bonds. The 3% other category is described as: Reits and Convertible Bonds, Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stone Wealth Partners?","answer":"Stone Wealth Partners’ direct owners are Walter Wiltz (50% to 75%) and Richard Hebert (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stone Wealth Partners get paid?","answer":"Stone Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Stone Wealth Partners?","answer":"Stone Wealth Partners’ main office is at 1200 Camellia, Suite 101, Lafayette, LA 70508. Its phone number is 337-660-2334. Its website is stone-wealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}