Advisor at Stonefield Investment Advisory, Inc.
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Firm
Stonefield Investment Advisory, Inc.
Location
Cedar Rapids, IA 52401
Credentials
Series 63
Industry experience
31 years
Jon Werner is a financial advisor with Stonefield Investment Advisory, Inc. in Cedar Rapids, IA, holding a Series 63 designation and over 31 years of industry experience. He has worked at Cetera Advisors LLC from 2013 to 2021 and has been with Stonefield Investment Advisory since 2005. Outside of his advisory role, Werner is also an independent insurance agent under the name Cornerstone Capital Management. Stonefield Investment Advisory provides portfolio management, financial planning, consulting, and ERISA plan participant services to individual and high-net-worth clients, retirement plans, charitable organizations, and small businesses. The firm manages approximately $108 million in regulatory assets and is notable for its high client-to-advisor ratio and use of both fundamental and technical investment analysis techniques.
Based on Stonefield Investment Advisory, Inc.
Based on Stonefield Investment Advisory, Inc.
Financial planning and consulting services flat fees range from $1,200 to $3,000 depending on time and complexity.
$0.00 - $99,999.99: 1.60% annually $100,000.00 - $499,999.99: 1.20% annually $500,000.00 - $999,999.99: 1.00% annually $1,000,000.00+: 0.88% annually
Licensed insurance agent selling insurance products with normal and customary commissions.
Financial planning and consulting hourly rates: $150 - $300 per hour depending on service and complexity.
Account minimum: $25,000 Fee-only: Financial planning: flat fee $1,200 - $3,000; hourly fee $150 - $300 per hour. Consulting services: flat fee $1,200 - $3,000; hourly fee $300 per hour.
425 2 Nd St. Se, Ste. 1200
Cedar Rapids, IA 52401
Florida · Iowa · Louisiana · Minnesota · Texas
Cetera Advisors LLC
2013 - 2021 (8 years)
Stonefield Investmentadvisory
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 65
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Lexington Capital, LLC
Series 65, Series 66
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Ares-Bound Capital
Series 63, Series 65
Marion, IA
TRUEWEALTH STEWARDSHIP, LLC
CFP®, Series 63
Cedar Rapids, IA
Busbee Wealth Advisors LLC
Series 63, Series 66
Cedar Rapids, IA
Lunea Wealth Management
Series 63, Series 66
Queen Creek, AZ
Bridgeway Wealth Management, LLC
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