WhiteStone Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,441,486
Clients
93
0% 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
93
Very HighAverage account size
$198,296
About
WhiteStone Wealth Advisors, LLC provides fee‑based investment advisory services to individuals and a variety of institutional and fiduciary clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Services described in the brochure include discretionary and non‑discretionary portfolio management, selection of third‑party money managers, and investment advice focused primarily on mutual funds, exchange‑traded funds, individual bonds and preferred stocks.
The firm tailors strategies using client suitability information and employs both fundamental and technical analysis, with a mix of long‑ and short‑term purchase strategies and periodic rebalancing; it may implement predefined model portfolios or customized allocations. WhiteStone also recommends or engages third‑party money managers and sub‑advisers when appropriate and conducts ongoing monitoring of those managers’ performance and alignment with client objectives.
A noteworthy feature disclosed in the brochure is an affiliation with an insurance‑related affiliate (Gmac Family Financial, LLC) under common ownership, and the firm may refer clients to that affiliate for insurance products, with separate compensation arrangements that the firm discloses as a potential conflict of interest. The firm also uses institutional custodial platforms and shared compensation arrangements with third‑party managers, does not accept performance‑based fees, and does not vote client proxies on managed accounts.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $300,000: 1.35% >$300,000 - $500,000: 1.15% >$500,000 - $1 million: 1.00% >$1 million - $2 million: 0.85% >$2 million+: 0.75%
Main office location
WhiteStone Wealth Advisors, LLC
4702 Rowlett Rd., Ste 102
Rowlett TX 75088, United States
Number of offices
1
Most active in
WhiteStone Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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