Advisor at Stone Wealth Partners LLC
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.
Location
Lafayette, LA 70508
Credentials
Series 66
Industry experience
< 1 year
Joshua Savoie is a financial advisor at Stone Wealth Partners LLC in Lafayette, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Stone Wealth Partners, he held roles at Ameriprise Financial Services and has entrepreneurial experience as co-owner of Raconteur Story Writing Services LLC and Savvy Investments LLC, which focus on writing and consulting services. He is also the founder of Celebration of Life, Inc., a book-making platform. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for around 342 clients. The firm provides portfolio management, financial planning, pension consulting, and 401(k) investment management using a range of analytical approaches and offers both discretionary and non-discretionary services.
Based on Stone Wealth Partners LLC
Fixed fees ranging from $1,500 to $2,500 for financial planning, consulting, and pension consulting services
2.00% annually, negotiable
Commission-based compensation earned by persons licensed as insurance agents for selling insurance products, separate from advisory fees
$200 per hour for financial planning, consulting, and pension consulting services
1200 Camellia, Suite 101
Lafayette, LA 70508
Louisiana · Texas
Stone Wealth Partners
2025 - Present (1 year)
Ameriprise
2025 - 2025 (1 year)
Savvy Investments LLC d/b/a Savoie Publishing
2024 - 2025 (1 year)
Leading Health Care of Louisiana
2023 - 2024 (1 year)
Memorable Obituaries LLC
2021 - 2025 (4 years)
Raconteur Story Writing Services LLC
2018 - 2025 (7 years)
JPMorgan Chase Bank
2017 - 2018 (1 year)
IBERIABANK (Acquired by First Horizon Bank)
2016 - 2017 (1 year)
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.
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