Stillwater Wealth Management Group LLC logo

Stillwater Wealth Management Group LLC

Updated today

Client assets under management

$190,419,516

Clients

244

39% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

81

High

Average account size

$780,408

About

Stillwater Wealth Management Group LLC provides investment advisory and pension consulting services to individuals (including high-net-worth clients), pension and profit-sharing plans, and business entities. The firm delivers tailored portfolio management through an Investment Policy Statement for each client and offers plan-level consulting that can include recommending and monitoring money managers and other service providers.

The firm’s investment process blends fundamental, technical and charting analysis and emphasizes long-term total return and growth, often using quality dividend-paying large-cap equities and investment-grade fixed income alongside ETFs, REITs, annuities and alternative holdings when appropriate. SWMG documents client risk tolerances, typically seeks discretionary trading authority, and implements options strategies (including covered and uncovered positions and spreads), which add material leverage and market risk to some client portfolios.

Distinctive features include its scale relative to a small advisory team—managing just over $200 million with three advisors—and an account minimum of $1,000,000 (waivable). The firm requires custody with a specific institutional custodian and accesses that custodian’s institutional services (and related soft-dollar benefits), and it combines traditional wealth management with access to higher-risk or less liquid investments such as private placements and venture capital.

Client services

Portfolio management Pension consulting

Expertise

Options & derivatives strategies Private / alternative investments Annuities

Fee options

Percentage

$0 - $999,999: 1.10% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $15,000,000: 0.70% $15,000,000 - $20,000,000: 0.60% $20,000,000+: 0.50%

Other

Account minimum: $1,000,000

Main office location

Stillwater Wealth Management Group LLC

790 Juno Ocean Walk Suite 202 C

Juno Beach FL 33408, United States

Number of offices

1

Most active in

Florida · North Carolina · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

John A

Series 63, Series 65

Juno Beach, FL

Stillwater Wealth Management Group LLC

John Ainlay is a financial advisor at Stillwater Wealth Management Group LLC with Series 63 and Series 65 credentials and two years of industry experience. He co-owns a parking lot striping business and serves as a speaker and leader for a nonprofit faith-based organization. Prior to joining Stillwater, his background includes roles at Financial Security Management, Inc., JH Outback, Camp Impact, and various community and university positions. Stillwater Wealth Management Group LLC provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a blended investment approach focusing on long-term total return and growth, using a range of asset classes and strategies tailored to client risk tolerances.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Richard B

Series 66

Juno Beach, FL

Stillwater Wealth Management Group LLC

Richard Blumenfeld is a financial advisor at Stillwater Wealth Management Group LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Blumenfeld has been with Stillwater Wealth Management Group since 2020. Stillwater Wealth Management Group provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, and business entities, focusing on tailored portfolio management through Investment Policy Statements. The firm employs a blended investment approach utilizing dividend-paying large-cap equities, fixed income, ETFs, REITs, annuities, and alternative holdings, with an emphasis on long-term total return and growth.

Options & derivatives strategies Private / alternative investments Annuities
user avatar

Tyler W

Series 66

Juno Beach, FL

Stillwater Wealth Management Group LLC

Tyler Wright is a financial advisor at Stillwater Wealth Management Group LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Palm Beach Atlantic University, SandPointe LLC, and Sailfish Alley Outfitters. Stillwater Wealth Management Group LLC provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios focused on long-term total return and growth, employing a range of asset classes including dividend-paying large-cap equities, fixed income, ETFs, REITs, annuities, and alternative investments.

Options & derivatives strategies Private / alternative investments Annuities
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