Goldstone Financial Group, LLC
Oakbrook Terrace, IL·SEC-registered · CRD #222520
Goldstone Financial Group, LLC is an SEC-registered investment advisory firm in Oakbrook Terrace, IL managing $1.1B across 4.4k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
4.4k
Advisory staff
13
Fee model
Fee-only
How Goldstone Financial Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Goldstone Financial Group, LLC
How much does Goldstone Financial Group, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Goldstone Financial Group, LLC reports $1.1B in regulatory assets under management across roughly 4.4k client accounts.
How does Goldstone Financial Group, LLC charge?
Goldstone Financial Group, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Goldstone Financial Group, LLC a fiduciary?
Yes. Goldstone Financial Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #222520), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Goldstone Financial Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Goldstone Financial Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Oakbrook Terrace, IL
Profile compiled from Goldstone Financial Group, LLC's public SEC Form ADV filing (CRD #222520, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Goldstone Financial Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Goldstone Financial Group, LLC? Claim this profile.