Stone Wealth Partners LLC logo

Stone Wealth Partners LLC

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Client assets under management

$142,879,888

Clients

375

7% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

63

Typical

Average account size

$381,013

About

Stone Wealth Partners LLC serves individuals — including high net worth clients — as well as pension and retirement plan sponsors, managing roughly $143 million for about 375 clients through a team of six advisors. Its services include discretionary and non‑discretionary portfolio management, financial planning and consulting, and pension/401(k) consulting and participant enrollment support.

The firm builds customized portfolios and also offers firm‑developed model portfolios, investing primarily in equities, mutual funds, ETFs and select alternative instruments, and it monitors and rebalances accounts on an ongoing basis. Financial planning and consulting engagements produce written plans or advice, and accounts are reviewed periodically with additional reviews triggered by life events or market developments.

Noteworthy for a team firm, Stone Wealth Partners is licensed as an insurance agency and its advisors may sell commission‑based and fee‑based insurance products (which the brochure discloses as a potential conflict and notes may be included in AUM). The firm also regularly provides educational seminars and participant education for retirement plan clients at no charge, a service offering that is less common among peers.

Client services

Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees ranging from $1,500 to $2,500 for financial planning, consulting, and pension consulting services

Percentage

2.00% annually, negotiable

Commissions

Commission-based compensation earned by persons licensed as insurance agents for selling insurance products, separate from advisory fees

Project-based

$200 per hour for financial planning, consulting, and pension consulting services

Main office location

Stone Wealth Partners LLC

1200 Camellia, Suite 101

Lafayette LA 70508, United States

Number of offices

2

Most active in

Florida · Louisiana · 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

Walter W

Series 66

Lafayette, LA

Stone Wealth Partners LLC

Walter Wiltz is a financial advisor at Stone Wealth Partners LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Parish Investment Advisors LLC, Infinex Investments, Inc., and Iberia Financial Services prior to joining Stone Wealth Partners in 2020. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm provides customized portfolio management, financial planning, pension consulting, and 401(k) investment management using a range of analytical approaches, serving clients with both discretionary and non-discretionary advisory services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Hunter M

Series 66

Lafayette, LA

Stone Wealth Partners LLC

Hunter Mc Clendon is a financial advisor with Stone Wealth Partners LLC in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. His career includes roles at First Horizon Advisors, Iberia Bank, Infinex Investments, Inc., and Cintas Corp. He is compensated for investment-related sales of insurance and annuities through his firm. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm provides portfolio management, financial planning, pension consulting, and 401(k) investment management, using various analytical approaches and offering both discretionary and non-discretionary advisory services.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Joshua S

Series 66

Lafayette, LA

Stone Wealth Partners LLC

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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

William B

Series 65

Lafayette, LA

Stone Wealth Partners LLC

William Butcher is a Series 65-licensed financial advisor with Stone Wealth Partners LLC in Lafayette, LA, bringing seven years of industry experience. His background includes roles at Integrity RIA and ownership of Red's Health Club, where he also works as a yoga instructor. He has additional experience in movie production and extended travel. 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 offers portfolio management, financial planning, pension consulting, and 401(k) investment management, employing a range of analytical approaches and providing both discretionary and non-discretionary advice.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Richard H

Series 66

Lafayette, LA

Stone Wealth Partners LLC

Richard Hebert is a financial advisor at Stone Wealth Partners LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Parish Investment Advisors LLC, Infinex Investments, Inc., and Iberia Financial Services. Outside of his advisory role, Hebert owns and manages BXH Investments, where he is involved in negotiating, renovating, and leasing rental properties. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm offers portfolio management, financial planning, and pension consulting, employing a range of analytical approaches and providing both discretionary and non-discretionary investment advice.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Terry D

Series 66

Lafayette, LA

Stone Wealth Partners LLC

Terry Delhomme II is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works at Stone Wealth Partners LLC and previously held roles at Spire Investment Partners and Oxford Asset Management, LLC. Outside of advising, he is the owner of Geaux Park UL, a public parking lot in Lafayette, LA. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm offers portfolio management, financial planning, pension consulting, and 401(k) investment management services using a range of analytical approaches and customized portfolio strategies.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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