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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

Fund Assets in Fund
Guggenheim S&P 500 Equal Weight ETF $1M-$10M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Stonegate Wealth Management, LLC 12 years, 5 months May 2007 - Present

    Designations & Memberships

    • National Association of Personal Financial Advisors
      Membership
      National Association of Personal Financial Advisors
      NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
    • Chartered Financial Analyst
      Designation
      Chartered Financial Analyst
      Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.
    • Chartered Financial Consultant
      Designation
      Chartered Financial Consultant
      Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
    • Chartered Life Underwriter
      Designation
      Chartered Life Underwriter
      A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

    Articles and Answers

    Insights by Stephen Craffen

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    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      May 3, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Stonegate Wealth Management, LLC

    Last updated on Oct. 7, 2019
      • $129.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 540
        Accounts
      • $239.1K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements