S
Stoneridge Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,604,077
Clients
20
50% 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
20
LowAverage account size
$1,030,204
About
Stoneridge Wealth Advisors, LLC is a small, independent advisory firm that serves individuals, trusts, charitable organizations, private foundations, and retirement plans, offering investment portfolio advisory services and both comprehensive and single‑purpose financial planning. The sole advisor oversees about $23.1 million in client assets across roughly 20 client relationships and provides ongoing account monitoring and reporting.
The firm provides non‑discretionary investment advice, presenting recommendations that clients approve, and applies a top‑down, modern‑portfolio approach emphasizing asset allocation, diversification, and a mix of fundamental, quantitative, and qualitative analysis. It also may introduce clients to third‑party investment managers and includes reviews of those managers’ performance as part of its ongoing advisory service.
Distinctive for a solo independent adviser, the advisor is a licensed insurance producer and may place non‑variable annuities, life, or disability insurance (and receive related commissions), while disclosing that insurance products are not recommended for retirement accounts; such an insurance affiliation is uncommon among peers. The firm also offers pension and retirement‑plan consulting—assisting with plan design, investment policy statements, provider selection, and participant education—which is a relatively uncommon client focus for an independent adviser of this size and with a primarily non‑discretionary advisory model.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Annuities
Life insurance needs analysis
Disability insurance
Retirement income strategy
Fee options
Financial planning fixed fees ranging from $500 to $5,000 depending on scope
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.35% annually
Insurance commissions on non-variable annuity, life insurance, and disability contracts
$125 per hour for advisory services not under fixed fee
Fee-only: Financial planning fixed fees: $500 to $5,000; hourly rate $125/hour
Main office location
Stoneridge Wealth Advisors, LLC
Bangor PA, United States
Number of offices
2
Most active in
Stoneridge Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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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