StoneCrest Wealth Management, Inc logo

StoneCrest Wealth Management, Inc

Updated today
Find your advisor

Client assets under management

$372,825,228

Clients

385

29% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

128

Very High

Average account size

$968,377

About

StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, small businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning, typically constructing portfolios using mutual funds and ETFs and retaining legacy positions when appropriate to client goals.

The firm’s investment process is primarily long‑term and combines fundamental and technical analysis to set asset allocation and select investments, with periodic rebalancing and the flexibility to trade for cash needs or tax reasons. StoneCrest also uses third‑party platforms to access and, where authorized, manage held‑away accounts and maintains an institutional relationship with a custodian that provides software and operational support.

StoneCrest’s disclosures note several uncommon features: it offers a performance‑based fee option for qualified clients with a high‑water‑mark structure, several advisory personnel are licensed insurance professionals who may receive separate insurance commissions, and advisors also serve as registered representatives of a broker‑dealer and may effect commissionable transactions outside advisory accounts. The firm’s materials also indicate the use of endorsements and testimonials in advertising and describe the firm receiving certain economic benefits from its custodian relationship.

Client services

Financial planning Portfolio management Pension consulting

Expertise

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

Fee options

Percentage

$0 - $1,000,000: 1.50% annually $1,000,000+: 0.78% annually

Commissions

Certain Advisory Persons earn commissions as Registered Representatives and insurance professionals separately from advisory fees.

Performance-based

Performance fee from 0.25% to 0.7% annually on returns up to 10% ROI for Qualified Clients with at least $1,100,000 AUM or $2,200,000 net worth; billed annually; minimum fee applies even for 0% or negative returns.

Other

Fee-only: Wealth management fees range from 0.78% to 1.50% annually; fees may be negotiable; $4.25 monthly technology fee for accounts under $1,000,000 (billed quarterly)

Main office location

StoneCrest Wealth Management, Inc

118 S Kyrene Road, Suite 4

Chandler AZ 85226, United States

Number of offices

1

Most active in

More info

Arizona · California · Colorado · Florida · Georgia · Louisiana · Texas · Utah · Washington

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (602) 258-9400

Advisors at this firm

Scroll left Scroll right
user avatar

Keith M

CFP®, Series 63

Chandler, AZ

StoneCrest Wealth Management, Inc

Keith Mahan is a CFP® with 33 years of industry experience, currently serving as an advisor at StoneCrest Wealth Management, Inc. He has previously worked at Lincoln Investment and Capital Analysts, Incorporated. Outside of his advisory roles, he is president of KCASHMAN 118 KYRENE LLC, a real estate management entity. StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management primarily using mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Christian M

Series 66

Chandler, AZ

StoneCrest Wealth Management, Inc

Christian Mahan is a financial advisor at StoneCrest Wealth Management, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Kingswood Capital Partners, LLC, and Edward Jones. StoneCrest Wealth Management provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a primarily long-term investment process combining fundamental and technical analysis, with discretionary portfolio management typically using mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Brian W

CFP®, Series 66

Chandler, AZ

StoneCrest Wealth Management, Inc

Brian Wiscombe is a CFP®-certified financial advisor with 12 years of industry experience, currently with StoneCrest Wealth Management, Inc. He previously worked at Edward Jones, Lincoln Investment, and Capital Analyst. Outside of his advisory work, he serves as President of the St. John Bosco Catholic School Dad's Club and is a member of the school's advisory board. He also serves on the board of 10-2 Technologies, a law enforcement technology firm. StoneCrest Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, with discretionary portfolio management focused on mutual funds, ETFs, and legacy positions aligned with client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")