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Stoy Hall

Advisor at Black Mammoth LLC

Updated today
Black Mammoth LLC logo

Firm

Black Mammoth LLC

Location

Ankeny, IA

Credentials

CFP®, Series 63, Series 65

Industry experience

13 years

About

Stoy Hall is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Black Mammoth LLC since 2020. His prior experience includes roles at Centric Advisors, Majors and Mondragon, MWA Financial Services, and Modern Woodmen Of America. Outside of his advisory work, he is president of the board for the nonprofit Starts Right Here Movement and owns consulting firms LNC Financial and Legacy Fiduciary Services, Inc. Black Mammoth LLC provides discretionary portfolio management, financial planning, family office, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm offers business advisory services including CFO consulting and investment banking support, typically managing assets through firm-developed model portfolios and third-party sub-advisers where appropriate.

Client services

Based on Black Mammoth LLC

Financial planning Portfolio management Selection of other advisers
Family office and wealth planning services

Expertise

Based on Black Mammoth LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Business Financial Management General estate planning guidance Cash flow / budgeting

Occupation focus

Based on Black Mammoth LLC

Founder/Business Owner Retired Executive

Demographic focus

Based on Black Mammoth LLC

Married/Couples/Partners

Fee options

Fixed

Fixed fees for financial planning $3,000 to $12,000; fixed fee subscriptions $500 to $30,000 per month; Family Office and Business Services monthly fixed fees

Percentage

$0+: 0.50% +: 1.50%

Project-based

$250 to $500 per hour for financial planning

Subscriptions

Fixed fee subscriptions for ongoing financial planning $500 to $30,000 per month; Family Office services $1,500 to $30,000 per month; Business Services $1,500 to $30,000 per month

Other

Fee-only: Fixed fees for financial planning from $3,000 to $12,000; hourly financial planning fees $250 to $500 per hour; fixed fee subscriptions $500 to $30,000 per month; Family Office services $1,500 to $30,000 per month plus $1,200 per additional household member; Business Services $1,500 to $30,000 per month

Location

Ankeny, IA

Most active in

Florida · Iowa

Work history

Black Mammoth LLC

2020 - Present (6 years)

Black Mammoth LLC

2020 - Present (6 years)

Centric Advisors, LLC

2020 - 2020 (1 year)

Majors and Mondragon, LLC

2017 - 2019 (2 years)

MWA Financial Services Inc

2012 - 2017 (5 years)

Modern Woodmen Of America

2011 - 2017 (6 years)

Disclosures

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

Business activities & affiliations

Ben G

CFP®

Johnston, IA

Simplified Planning and Investments

Hello, I am Ben. I started Simplified Planning and Investments out of a deep desire to make a real difference in people’s lives. For nearly a decade, I have had the privilege of guiding individuals and families through some of their most important financial decisions. Over time, I realized my greatest fulfillment comes from building meaningful relationships, truly understanding people’s stories, and helping them find peace of mind in areas that often cause stress and uncertainty. This led me to create a firm centered on people first - where financial planning is about more than money; it’s about impact, purpose, and simplicity. At Simplified Planning, everything begins with a passion for people. This firm was built on the belief that the foundation of finacial planning is built on relationships, trust, and helping others live with greater peace and purpose. Our purpose is to equip you to make confident financial decisions with clarity and ease. Every story is unique, and so is every financial plan. Exceptional financial planning starts with listening and understanding. That’s why we take a holistic, relationship-driven approach - thoughtfully blending overarching strategies with the important details that matter most to you. Because we work on a fee-only basis, our only focus is providing sound advice that puts your best interests first. By viewing your financial life as an integrated system - cash flow, investments, taxes, insurance, retirement, and estate considerations - we ensure each piece works together seamlessly, so your money serves your goals and values. Our aim is to simplify complexity, bring clarity to uncertainty, and provide a roadmap that balances today’s priorities with tomorrow’s vision. Outside of work, my life is centered around my family. We love traveling and discovering new places together. I stay connected to my community through commitments to my church, volunteering, and teaching personal finance. I’m also a high school football official, a passionate sports fan, and yes - one of those lawn guys. I look forward to connecting, understanding your story, and helping you create a financial life that reflects both your goals and your values - bringing clarity, confidence, and meaning every step of the way.

General retirement planning Income planning Gen Y/Millennials (Born 1980-1995)
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Alexandre D

CFA®

Clive, IA

Woodlands Capital Management, LLC

Active portfolio management
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Joseph H

CFP®, Series 65

West Des Moines, IA

Hart Wealth Management

Tax-loss harvesting Retirement withdrawal strategies Wealth management Multi-generational wealth transfer
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Christina L

Series 63, Series 65

West Des Moines, IA

Kingdom Wealth Development, LLC

General tax planning General estate planning guidance
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Michael B

CFP®, Series 66

West Des Moines, IA

Omni Wealth Management

Annuities Real estate investing
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Brian W

Series 63, Series 65

Waukee, IA

Actis Wealth Management

Business exit / sale strategy Cash flow / budgeting Debt management
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