Stonehaven Wealth & Tax Solutions

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Client assets under management

$168,219,428

Clients

310

14% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

103

High

Average account size

$542,643

About

Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser that provides discretionary portfolio management, comprehensive wealth management and financial planning to individuals, high‑net‑worth clients, trusts and estates; the firm manages approximately $168 million for about 310 clients and generally requires a minimum relationship size to implement its services. Services include ongoing investment supervision, retirement-account advice, and referral or delivery of tax and accounting services through an affiliated entity.

The firm builds model portfolios primarily from ETFs, mutual funds and individual equities and emphasizes a long‑term orientation while retaining the flexibility to rebalance or execute shorter‑term trades as needed; it employs both fundamental and quantitative analysis in its investment process and implements strategies on a discretionary basis. Research sources include third‑party research, company materials and quantitative models, and the brochure notes that some quantitative approaches may involve algorithmic or higher‑frequency trading techniques.

Compared with many peers, Stonehaven both sponsors a wrap‑fee program that bundles trading, custodial and administrative costs into a single asset‑based fee and maintains an affiliated tax/accounting practice under common ownership—features the firm discloses can create potential conflicts (for example, incentives around trading activity and referrals to affiliated services). The firm also participates on an institutional platform that provides software and operational support to the adviser, and advisory personnel hold credentials and insurance licenses that can lead to separate, commission‑based insurance recommendations.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $500,000: 1.70% annually $500,001 - $2,000,000: 0.90% annually $2,000,001+: 0.60% annually

Other

Account minimum: $500,000 Fee-only: Wealth management fees based on assets under management; no commissions or other product fees received by advisor.

Main office location

Stonehaven Wealth & Tax Solutions

540 South Westland Drive

Appleton WI 54914, United States

Number of offices

Most active in

Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

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

Quick links

Facebook Website 920-882-0427

Advisors at this firm

Brian M

PFS™, Series 66

Appleton, WI

Stonehaven Wealth & Tax Solutions

Brian Much is a financial advisor at Stonehaven Wealth & Tax Solutions with 18 years of industry experience. He holds the PFS™ and Series 66 designations and previously worked at Cambridge Investment Research Advisors, Inc. for 15 years. In addition to his advisory role, Brian serves as CEO of Stonehaven Financial Services, LLC, which provides tax and accounting services, and is involved in managing commercial real estate through Stonehaven Real Estate, LLC. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm offers discretionary portfolio management and comprehensive wealth planning, employing a mix of fundamental and quantitative analysis to build model portfolios primarily composed of ETFs, mutual funds, and individual equities.

Wealth management

Tina M

Series 63, Series 65

Appleton, WI

Stonehaven Wealth & Tax Solutions

Tina Moore is a financial advisor at Stonehaven Wealth & Tax Solutions with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Woodbury Financial Services. Outside of her advisory role, she serves as Treasurer on the board of the Sunset Terrace Homeowners Association. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive wealth planning. The firm employs a long-term investment approach using model portfolios primarily composed of ETFs, mutual funds, and individual equities, supported by both fundamental and quantitative analysis.

Wealth management

Scott H

Series 66

Appleton, WI

Stonehaven Wealth & Tax Solutions

Scott Hackl is a financial advisor at Stonehaven Wealth & Tax Solutions with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors. Hackl serves on the boards of the Evangelical Catholic and the Stephen and Laurel Brown Foundation. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach using model portfolios composed primarily of ETFs, mutual funds, and individual equities, while also offering affiliated tax and accounting services.

Wealth management

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