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John Stone Jr.

Advisor at Calvert Wealth Management, Inc.

Updated today
Calvert Wealth Management, Inc. logo

Firm

Calvert Wealth Management, Inc.

Location

Dunkirk, MD 20754

Credentials

Series 66

Industry experience

17 years

About

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.

Client services

Based on Calvert Wealth Management, Inc.

Financial planning Portfolio management Pension consulting Consulting

Expertise

Based on Calvert Wealth Management, Inc.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance

Fee options

Percentage

$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%

Project-based

$300 per hour for Financial Planning and Consulting Services

Other

Minimum fee: Minimum cost for preparing a Financial Plan is $2,500 Fee-only: Hourly consulting services at $300 per hour

Location

3175 West Ward Road, Suite 120

Dunkirk, MD 20754

Most active in

Maryland · Texas

Work history

APW Capital, INC.

2011 - Present (15 years)

Calvert Financial Advisory

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Julian B

CFA®, Series 63, Series 65

Owings, MD

Ball Wealth Management LLC

Active portfolio management
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Zaneilia H

CFP®, Series 63, Series 65

Upper Marlboro, MD

Harris and Harris Wealth Management Group, LLC

General retirement planning Business succession planning Executive Founder/Business Owner
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Douglas H

Series 65

Upper Marlboro, MD

Legacy Investing & Wealth Management LLC

Tax-loss harvesting

Rianka D

CFP®

Upper Marlboro, MD

YGC Wealth

Rianka R. Dorsainvil, CFP®, is a dynamic leader and the visionary Founder and Senior Wealth Advisor at YGC Wealth, an inclusive, culturally competent and technology-forward financial planning firm. She has been celebrated as a top financial advisor for multiple consecutive years by Investopedia (most recently in 2023) and Washingtonian Magazine (most recently in 2024), as well as recognized by NerdWallet as a Black Financial Influencer to follow. Rianka is a recognized leader whose expertise is sought after both nationally and internationally. As a mother of two and an established leader, Rianka recently relaunched the firm as YGC Wealth, nodding to her roots while marking a new era of growth and service. The name YGC Wealth is both a homage to our original ethos and a representation of her evolution into a full-spectrum wealth management firm. Her approach to financial planning, deeply rooted in the empowerment of first-generation wealth-builders, transforms financial well-being into a cornerstone of personal achievement. As a past national president of the Financial Planning Association (FPA) NexGen community, Rianka has played a pivotal role in shaping the future of financial planning. Her influence extends through her active roles in CNBC's Digital Financial Advisor Council and the CFP Board’s Diversity Advisory Group. Her thought leadership has been featured across top media outlets including PBS NewsHour, Forbes, and CNBC, and she has been honored as a rising star by Investment News and one of Wealth Management’s Ten to Watch. Rianka’s commitment to diversity, equity, and inclusion in finance is unwavering. She believes that financial success should be accessible to all and that understanding and integrating one’s money culture is key to achieving sustainable financial balance. Through YGC Wealth, she continues to guide clients toward financial strategies that not only accumulate wealth but also foster a lasting, impactful legacy.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Young Families Established Professionals Gen Y/Millennials (Born 1980-1995)
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William F

Series 65

Owings, MD

WD Financial Solutions

Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning Founder/Business Owner
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Nicholas B

Series 63, Series 65

Dunkirk, MD

Calvert Wealth Management, Inc.

Wealth management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance
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