Planning & Policies
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Stoneford offers digital marketplace solutions for you to find the coverage you need!
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC.
Can we work together virtually?
Yes. While our company is proudly headquartered in Minnesota, we work with people and have team members all across the country. With modern technology, we meet through video conferencing and stay in close touch whether you’re here in person or not.
How do you get paid?
We work with people looking to delegate their critical financial needs on an ongoing basis. We charge a fee that’s a percentage of the value of the investments we manage. We also have services that require a flat fee such as tax and estate planning.
We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources. Our Assets under Management fee varies, but never goes above .95% of assets we manage.
What are Stoneford's credentials?
Our financial advisors are accomplished professionals who uphold a strong fiduciary* standard in advisory relationships, putting your interests before our own. We have years of experience taking a holistic approach to life planning that starts with the client first mindset. We partner with the best so that our clients can receive the support that they deserve. We aim to be fair and transparent with our fee structure and are forthcoming with expectations.
Our Values