Stone Oak Wealth Management, LLC is a reputable investment advisory firm based out of San Antonio, Texas. With a team of six dedicated professionals, five of whom specialize in providing expert investment advice, the company boasts a strong track record in the industry. Each investment advisor at Stone Oak Wealth Management, LLC manages an impressive average of approximately $206,530,000 in assets under management, surpassing the industry average.
Their compensation structure is diverse, offering clients various options including a percentage of assets under management, fixed fees, and hourly charges. The firm prides itself on it...
See more
Loading...
Assets Under Mgmt
$266.27M
Investment Professionals
5
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.