Stepping Stone Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$540,800
Clients
9
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$60,089
About
Stepping Stone Advisors is a single-advisor, state-registered firm that provides comprehensive financial planning and tailored investment management to individuals, families, and high-net-worth clients across a small client base. The firm delivers written financial plans and offers both project-based and ongoing subscription planning engagements.
The practice emphasizes holistic financial planning as its primary service and constructs investment portfolios guided by modern portfolio theory, with a primary use of passive management alongside fundamental, technical, cyclical, and charting analyses when conducting investment analysis. Investment management is offered as part of the ongoing planning relationship rather than as a separately billed service, and the firm does not accept custody of client assets.
Distinctively, the firm does not charge advisory fees as a percentage of assets under management; instead, it calculates fees based on a combined assessment of a client’s income and net worth with separate onboarding and ongoing components. The advisor operates a very small, solo practice while also serving as a Personal Financial Counselor for the Department of Defense, and the firm discloses policies such as not engaging in block trading, not accepting third-party product compensation, and leaving proxy voting and custody responsibilities with clients’ custodians.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$0 - $500,000: 1.25% of income annually $500,001 - $1,500,000: 0.75% of income annually $1,500,001+: 0.50% of income annually $0 - $2,500,000: 0.50% of net worth annually $2,500,001 - $10,000,000: 0.25% of net worth annually $10,000,001+: 0.10% of net worth annually
$200 per hour for project-based financial planning
Minimum fee: Minimum annual fee of $1,200 Fee-only: Ongoing comprehensive financial planning with combined fee based on income and net worth percentages; minimum annual fee $1,200; fees negotiable.
Main office location
Stepping Stone Advisors, LLC
North Ridgeville OH, United States
Number of offices
1
Most active in
Stepping Stone Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Virginia
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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