Financial Advisors · profile RIA · registry-verified

Stone Steps Financial LLC

Registered investment adviser · Encinitas, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
533 2nd St #207, Encinitas, CA 92024, USA · View on Google Maps Google Places
Phone
(760) 456-7147 Google Places
Website
www.stonestepsfinancial.com Google Places
Category
Financial Advisors
Directory ratings
  • expertise.com4.8 (494)
  • Google5.0 (29)
  • reviews.birdeye.com5 (31)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Only on listings 0 feeonlynetwork.comAggregated yelp.comAggregated
How they're paid Only on listings 0 facebook.comSelf-published social feeonlynetwork.comAggregated leadiq.comAggregated linkedin.comSelf-published social stonestepsfinancial.comSelf-published wealthtender.comAggregated
Service delivery model Self-claimed 0 stonestepsfinancial.comSelf-published

3 facts·7 sources·0 contested·3 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

No performance claims are currently recorded.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
encinitas, castonestepsfinancial.comSelf-publishedfeeonlynetwork.comAggregatedfinancestrategists.comIndependent editorialsmartadvisormatch.comAggregatedcylex.us.comAggregatedwealthtender.comAggregatedfacebook.comSelf-published socialwiseradvisor.comAggregatedyelp.comAggregatedaum13f.comAggregatedleadiq.comAggregatednextdoor.comAggregatedreviews.birdeye.comAggregatedrocketreach.coAggregatedlinkedin.comSelf-published social
Established in
2015leadiq.comAggregated
Registration
STONE STEPS FINANCIAL, LLC, License #175289, CA · registered in the states of California and Texasadviserinfo.sec.govIndependent editorialsmartadvisormatch.comAggregated
Professional certifications
Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Registered Life Planner (RLP) · Certified Financial Planner, Certified Divorce Financial Analyst · CFP · CFA, CFPstonestepsfinancial.comSelf-publishedexpertise.comAggregatedstonestepsfinancial.comSelf-publishedwealthtender.comAggregated
Services
comprehensive financial life planning, investment management · comprehensive financial life planning and investment management · comprehensive financial planning and advice · financial planning servicesstonestepsfinancial.comSelf-publishedstonestepsfinancial.comSelf-publishedstonestepsfinancial.comSelf-publishedstonestepsfinancial.comSelf-publishedfeeonlynetwork.comAggregatedexpertise.comAggregated
Who they work with
individuals and families · clients with rental real estate and stock compensation as well as business owners and those approaching retirement · individuals and families with a wide range of net worth, income, or amount of assets to be invested · retail investors and high net worth investorsstonestepsfinancial.comSelf-publishedexpertise.comAggregatedexpertise.comAggregatedsmartadvisormatch.comAggregated
How they're paid
fee-onlystonestepsfinancial.comSelf-publishedfeeonlynetwork.comAggregatedwealthtender.comAggregatedfacebook.comSelf-published socialleadiq.comAggregatedlinkedin.comSelf-published social
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

Stone Steps provides comprehensive financial life planning and investment management designed to help you plan better and live better.
stonestepsfinancial.com Self-published · stonestepsfinancial.comSelf-publishedstonestepsfinancial.comSelf-published
As a fee-only, fiduciary, and independent financial advisor, Scott Frank is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
feeonlynetwork.com Aggregated ·
The company provides financial planning services on a flat-rate basis
expertise.com Aggregated ·
Stone Steps Financial, LLC is located at 533 Second Street, Suite 207, Encinitas, CA.
smartadvisormatch.com Aggregated ·
533 2nd St #207 92024 Encinitas
cylex.us.com Aggregated ·
Discover 3 reviews of Stone Steps Financial, a nearby business for Investing, Financial Advising
yelp.com Aggregated ·
Your Financial Life Plan which will address the major facets of your financial life, such as: Investments, Tax Planning, Cash Flow, Net Worth, Insurance, Stock Options, Employee Benefits, College Planning, and Estate Planning.
wealthtender.com Aggregated ·
Page · Financial Planner
facebook.com Self-published social ·
06
Every source, every date

Where every fact comes from

We read 100 mentions across the web and boiled them down to 51 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 51 confirmed facts · 100 mentions read
Fact Value Source Source date How we checked
Category Banking Services cylex.us.comAggregated Verified
Category Financial Advising yelp.comAggregated Verified
Category Financial Advisor · 2 sources yelp.comAggregatednextdoor.comAggregated Verified
Category financial advisory firm wiseradvisor.comAggregated Verified
Category financial planner · 2 sources feeonlynetwork.comAggregatedfacebook.comSelf-published social Verified
Category financial planning and investment management firm stonestepsfinancial.comSelf-published Verified
Category Financial service · 2 sources wealthtender.comAggregatedwiseradvisor.comAggregated From page metadata
Category Financial Services · 5 sources cylex.us.comAggregatedyelp.comAggregatedyelp.comAggregatedreviews.birdeye.comAggregatedrocketreach.coAggregated Verified
Category Investing · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category Loan Agencies cylex.us.comAggregated Verified
Established in 2015 leadiq.comAggregated From page metadata
Fiduciary status fiduciary · 2 sources feeonlynetwork.comAggregatedyelp.comAggregated Verified
Founded by jackie mazur expertise.comAggregated Verified
Founded by scott stonestepsfinancial.comSelf-published Verified
Founded by scott frank expertise.comAggregated Verified
Founded by scott r. frank expertise.comAggregated Verified
Has review count 31 reviews.birdeye.comAggregated From page metadata
Has review count 36 expertise.comAggregated From page metadata
Has review count 494 expertise.comAggregated From page metadata
How they're paid fee-only · 6 sources stonestepsfinancial.comSelf-publishedfeeonlynetwork.comAggregatedwealthtender.comAggregatedfacebook.comSelf-published socialleadiq.comAggregatedlinkedin.comSelf-published social Verified
Main location ca · 9 sources expertise.comAggregatedexpertise.comAggregatedexpertise.comAggregatedcylex.us.comAggregatedwealthtender.comAggregatedwiseradvisor.comAggregatednextdoor.comAggregatedreviews.birdeye.comAggregatedlinkedin.comSelf-published social From page metadata
Main location encinitas, ca · 15 sources stonestepsfinancial.comSelf-publishedfeeonlynetwork.comAggregatedfinancestrategists.comIndependent editorialsmartadvisormatch.comAggregatedcylex.us.comAggregatedwealthtender.comAggregatedfacebook.comSelf-published socialwiseradvisor.comAggregatedyelp.comAggregatedaum13f.comAggregatedleadiq.comAggregatednextdoor.comAggregatedreviews.birdeye.comAggregatedrocketreach.coAggregatedlinkedin.comSelf-published social Verified
Main location us · 7 sources expertise.comAggregatedexpertise.comAggregatedexpertise.comAggregatedwealthtender.comAggregatednextdoor.comAggregatedreviews.birdeye.comAggregatedlinkedin.comSelf-published social From page metadata
Professional certifications Certified Financial Planner, Certified Divorce Financial Analyst expertise.comAggregated Verified
Professional certifications CFA, CFP wealthtender.comAggregated Verified
Professional certifications CFP stonestepsfinancial.comSelf-published Verified
Professional certifications Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Registered Life Planner (RLP) stonestepsfinancial.comSelf-published Verified
Professional certifications CPA yelp.comAggregated Verified
Rating 4.8 expertise.comAggregated From page metadata
Rating 5 · 2 sources expertise.comAggregatedreviews.birdeye.comAggregated From page metadata
Registration registered in the states of California and Texas smartadvisormatch.comAggregated Verified
Registration STONE STEPS FINANCIAL, LLC, License #175289, CA adviserinfo.sec.govIndependent editorial Registry-verified
Service delivery model hybrid stonestepsfinancial.comSelf-published Verified
Services comprehensive financial life planning and investment management stonestepsfinancial.comSelf-published Verified
Services comprehensive financial life planning, investment management · 3 sources stonestepsfinancial.comSelf-publishedstonestepsfinancial.comSelf-publishedstonestepsfinancial.comSelf-published Verified
Services comprehensive financial planning and advice feeonlynetwork.comAggregated Verified
Services comprehensive financial planning, investment management, tax planning, cash flow management, net worth tracking, insurance planning, stock options planning, employee benefits planning, college planning, estate planning wealthtender.comAggregated Verified
Services financial planning · 2 sources facebook.comSelf-published socialleadiq.comAggregated Verified
Services financial planning and investment management · 2 sources expertise.comAggregatedlinkedin.comSelf-published social Verified
Services financial planning services expertise.comAggregated Verified
Services financial planning services, portfolio management for individuals and small businesses, and pension consulting services smartadvisormatch.comAggregated Verified
Services Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services wiseradvisor.comAggregated Corrected
Services Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning rocketreach.coAggregated Verified
Services Home Equity Lines of Credit (HELOCs), checking, savings, business and personal loans, home loans, credit cards, wealth management cylex.us.comAggregated Verified
Services life planning, investment management, financial planning expertise.comAggregated Verified
Services Wealth Management Services, Retirement Planner, Tax Planning, Fiduciary Services yelp.comAggregated Verified
Who they work with clients with rental real estate and stock compensation as well as business owners and those approaching retirement expertise.comAggregated Verified
Who they work with individuals and families stonestepsfinancial.comSelf-published Verified
Who they work with individuals and families with a wide range of net worth, income, or amount of assets to be invested expertise.comAggregated Verified
Who they work with professionals and families · 3 sources facebook.comSelf-published socialleadiq.comAggregatedlinkedin.comSelf-published social Verified
Who they work with retail investors and high net worth investors smartadvisormatch.comAggregated Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry

Self-asserted

2 · from the firm's own materials · unverified
CFP® certification Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Registered Life Planner (RLP)
Self-asserted · unverified
Source: stonestepsfinancial.com

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusOnly on a listing site Only on a listing site
  • — How they're paidOnly on a listing site Only on a listing site
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
8
Data refreshed
Compiled
Mentions → facts
100 → 51
Aggregated Self-published Independent editorial Self-published social

Sources consulted

Profile · stone-steps-financial-llc-9065c7aa3529480f859efb95ee324caf Category · Financial Advisors Published by Authoria