John Stone Jr.
Advisor at Calvert Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Calvert Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Calvert Wealth Management, Inc.
Location
Dunkirk, MD 20754
Credentials
Series 66
Industry experience
17 years
John Stone is a financial advisor at Calvert Wealth Management, Inc. in Dunkirk, MD, holding a Series 66 designation with 16 years of industry experience. He has worked at APW Capital, Inc. since 2011 and at Calvert Financial Advisory since 2008. Outside of his advisory role, he is also a licensed insurance agent for life and variable products. Calvert Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering discretionary portfolio management alongside comprehensive wealth planning and financial consulting. The firm emphasizes asset allocation with diversified portfolios and combines retail wealth management with fiduciary services for employer plans.
Based on Calvert Wealth Management, Inc.
Based on Calvert Wealth Management, Inc.
$0 - $1,999,999: 1.10% $2,000,000 - $5,000,000: 1.00% $5,000,001 - $7,000,000: 0.60% $7,000,001+: 0.50% $0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.20% $10,000,001 - $25,000,000: 0.15% $25,000,001 - $50,000,000: 0.10% $50,000,001+: 0.05%
$300 per hour for Financial Planning and Consulting Services
Minimum fee: Minimum cost for preparing a Financial Plan is $2,500 Fee-only: Hourly consulting services at $300 per hour
3175 West Ward Road, Suite 120
Dunkirk, MD 20754
Maryland · Texas
APW Capital, INC.
2011 - Present (15 years)
Calvert Financial Advisory
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")