Alana Stone, CFP^®

Managing Partner

Heydorn Stone Capital Management, LLC

2039 Palmer Ave, Ste 202
Larchmont, NY 10538-2483

FINANCIAL ADVISOR'S WEBSITE

https://heydornstone.com/

(914) 752-5300 CONNECT WITH Alana

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We charge a simple fee with a $500k minimum of investable assets. All money management and financial planning is included. Our fee starts at 1% and goes down as invested assets increase.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Website

General

Alana Stone is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Heydorn Stone Capital Management, LLC in Larchmont, NY and the surrounding communities.

Financial Advisor Overview

We are investment advisors who use a financial planner’s approach to investing your money. Your financial plan will drive our investment decisions. That means, before a dollar of your money is invested, we'll understand your full financial picture – from there everything else falls into place.

Financial Advisor Experience

For 25 years, we have served as a fiduciary to our clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Chartered Financial Consultant (ChFC^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Accounts are held with Schwab Institutional.

Financial Advisor's Specialties

Comprehensive Financial Planning, Buying a Home, Asset Allocation, Investment Management, Life Planning, Retirement, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We charge a simple fee with a $500k minimum of investable assets. All money management and financial planning is included. Our fee starts at 1% and goes down as invested assets increase.