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Stonecrop Wealth Advisors
Stonecrop Wealth Advisors is an SEC-registered investment adviser in West Chester, PA, registered since 2020. The firm manages $300 million in assets, with...
Stonecrop Wealth Advisors
Stonecrop Wealth Advisors is an SEC-registered investment adviser in West Chester, PA, registered since 2020. The firm manages $300 million in assets, with $299 million on a discretionary basis. It has 7 employees and 6 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
West Chester
Corporate office
West Chester, PA, United States
Principals
Ronald J. Walker
President
James A. Walker
Chief Compliance Officer
Sector focus
Frequently asked questions
What investment services does Stonecrop Wealth Advisors provide?
Stonecrop provides discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth families, and retirement plan sponsors. The firm builds client portfolios using equities, bonds, and mutual funds, custodied at Charles Schwab. It also offers hourly or flat-fee consulting for clients who do not need ongoing discretionary management.
How does the firm charge for its services?
Fees are structured as a percentage of assets under management, fixed retainers, or hourly billing, depending on the scope of the client engagement. The firm participates in a wrap fee program through its Schwab custodial relationship, which bundles transaction costs and advisory fees into a single charge. This fee-only model avoids commission-based conflicts of interest.
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