Greenstone Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,626,980
Total clients
108
2% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
27
Average account size
$403,954
About
Greenstone Wealth Management serves individual and high‑net‑worth clients with ongoing portfolio management, project‑based and subscription financial planning, and tax preparation assistance. The firm also facilitates access to third‑party money managers, Betterment’s custom/wrap platform, and certain variable annuity solutions.
Investment approach centers on passive portfolio construction guided by modern portfolio theory and low‑cost index funds, while the firm also conducts fundamental, technical, cyclical, and charting analysis when performing investment reviews. Greenstone supplements its in‑house advice with outsourced, technology‑driven model portfolios (including an AI‑based equity model provider) and monitors those managers for continued alignment with client objectives.
Distinctive features include an integrated tax preparation offering (complimentary for clients meeting a $100,000 AUM threshold and capped in value) and the firm’s use of automated model platforms alongside traditional planning work. The advisory team is small and locally based and includes staff who maintain outside employment (e.g., EMT, security, hospitality roles); the firm notes it has no formal account minimum while retaining tiered service benefits.
Client services
Financial planning
Portfolio management
Selection of other advisers
Tax preparation
Expertise
General retirement planning
Tax strategies for small businesses
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Project based financial planning fixed fee ranging from $600 to $1,000
$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%
Ongoing financial planning $100 upfront plus $50 per month
Fee-only: Project based financial planning fixed fee ranging from $600 to $1,000; Ongoing financial planning $100 upfront plus $50/month
Main office location
Greenstone Wealth Management
101 N Clark St
Forest City IA 50436, United States
Number of offices
2
Most active in
Greenstone Wealth Management has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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