TrustStone Wealth Partners, LLC

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Client assets under management

$12,300,898

Clients

33% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$683,383

About

TrustStone Wealth Partners provides ongoing portfolio management, financial planning, and retirement plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers both discretionary and non‑discretionary services and documents client objectives in an Investment Policy Statement for each engagement.

The firm’s investment process emphasizes tailored portfolios that primarily use ETFs and may include third‑party managers or model portfolios sourced through technology platforms such as 55ip. TrustStone describes a broad toolkit of analysis methods — including fundamental, quantitative, technical, and modern portfolio theory — and may employ both long‑ and short‑term trading strategies as well as margin when appropriate.

Noteworthy aspects include that certain supervised persons are licensed insurance agents who may recommend commissionable insurance products, a relationship TrustStone discloses and documents as a potential conflict of interest. The brochure also indicates the firm may place clients in less common holdings for a small advisory firm — such as private placements, venture capital funds, and precious‑metal ETFs — and it operates with a small team and roughly $12.3 million in discretionary assets across a limited number of client relationships.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Executive

Fee options

Fixed

Financial planning: $4,000/year first year, $2,000/year thereafter

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%

Commissions

Insurance products sold by supervised persons on a commission basis, disclosed conflicts of interest

Other

Minimum fee: $2,500 annual minimum fee for portfolio management; $4,000 annual minimum fee for retirement plan consulting Fee-only: Fixed financial planning fee: $4,000 per year for the first year, $2,000 per year thereafter

Main office location

TrustStone Wealth Partners, LLC

101 Glen Lennox Drive, Unit 300

Chapel Hill NC 27517, United States

Number of offices

Most active in

North Carolina

Disclosures

Business activities & affiliations

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.

Accountant / CPA / tax prep

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

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

Quick links

980-254-7804

Advisors at this firm

John S

Series 65

Chapel Hill, NC

TrustStone Wealth Partners, LLC

John Stilley is a financial advisor at TrustStone Wealth Partners, LLC in Chapel Hill, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Gordon Asset Management, LLC for ten years before joining TrustStone Wealth Partners in 2024. He is also the owner of Stilley Financial L.L.C., a holding company that owns TrustStone Wealth Partners. TrustStone Wealth Partners provides discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services to individuals, retirement plans, corporations, trusts, and charitable organizations. The firm employs a range of investment strategies including fundamental, quantitative, and technical analysis, and typically favors ETFs in portfolio construction.

Retirement income strategy Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Executive

Joshua S

Series 65

Chapel Hill, NC

TrustStone Wealth Partners, LLC

Joshua Stilley is a financial advisor at TrustStone Wealth Partners, LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Gordon Asset Management, LLC. Stilley is also a licensed insurance agent. TrustStone Wealth Partners provides discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services to individuals, retirement plans, corporations, trusts, and charitable organizations. The firm typically uses ETFs in portfolio construction and may recommend third-party managers or model portfolios while maintaining primary advisor oversight.

Retirement income strategy Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Executive

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