Stone Steps Financial LLC
Identity
- Name
- Stone Steps Financial LLC
- Formatted address
- 533 2nd St #207, Encinitas, CA 92024, USA
- Phone
- (760) 456-7147
- Website
- http://www.stonestepsfinancial.com/
- Primary category
- Consultant
- Hours
- Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=10733264123032306008&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | yes | 2 | fresh |
|
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| compensation_model | fee_only | 5 | fresh |
|
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| service_delivery_model | not-established | 0 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: financial planning and investment management firm
- stonestepsfinancial.com https://www.stonestepsfinancial.com/about self-published
-
client_specializations: individuals and families
- stonestepsfinancial.com https://www.stonestepsfinancial.com/ self-published
-
compensation_model: fee-only
- stonestepsfinancial.com https://www.stonestepsfinancial.com/ self-published
-
professional_certifications: CFP
- stonestepsfinancial.com https://www.stonestepsfinancial.com/real-personal-finance self-published
-
professional_certifications: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Registered Life Planner (RLP)
- stonestepsfinancial.com https://www.stonestepsfinancial.com/about self-published
-
service_delivery_model: hybrid
- stonestepsfinancial.com https://www.stonestepsfinancial.com/ self-published
-
services_offered: comprehensive financial life planning and investment management
- stonestepsfinancial.com https://www.stonestepsfinancial.com/about self-published
-
services_offered: comprehensive financial life planning, investment management
- stonestepsfinancial.com https://www.stonestepsfinancial.com/ self-published
-
services_offered: comprehensive financial life planning, investment management
- stonestepsfinancial.com https://www.stonestepsfinancial.com/client-login self-published
-
services_offered: comprehensive financial life planning, investment management
- stonestepsfinancial.com https://www.stonestepsfinancial.com/working-together self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
-
client specializations: professional and family
Citation count: 3
- facebook.com https://www.facebook.com/stonestepsfinancial/ independent
- leadiq.com https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d independent
- linkedin.com https://www.linkedin.com/company/stone-steps-financial-llc independent
-
services offered: financial plan
Citation count: 2
- facebook.com https://www.facebook.com/stonestepsfinancial/ independent
- leadiq.com https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d independent
-
services offered: financial plan and investment management
Citation count: 2
- expertise.com https://www.expertise.com/finance/financial-advisors/california/el-cajon independent
- linkedin.com https://www.linkedin.com/company/stone-steps-financial-llc independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| services_offered | financial planning and investment management | https://www.expertise.com/finance/financial-advisors/california/el-cajon | kept |
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| has_review_count | 494 | https://www.expertise.com/finance/financial-advisors/california/el-cajon | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.expertise.com/finance/financial-advisors/california/el-cajon | json_ld_parsed |
|
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| client_specializations | individuals and families with a wide range of net worth, income, or amount of assets to be invested | https://www.expertise.com/finance/financial-advisors/california/el-cajon | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.expertise.com/finance/financial-advisors/california/el-cajon | json_ld_parsed |
|
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| categorized_as | LocalBusiness | https://www.expertise.com/finance/financial-advisors/california/el-cajon | json_ld_parsed |
|
|
| founded_by | 1808b726-78e0-4cfa-b42f-28bbfb1f2989 | https://www.expertise.com/finance/financial-advisors/california/el-cajon | kept |
|
|
| has_rating | 4.8 | https://www.expertise.com/finance/financial-advisors/california/el-cajon | json_ld_parsed |
|
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| has_review_count | 36 | https://www.expertise.com/finance/financial-advisors/california/oceanside | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.expertise.com/finance/financial-advisors/california/oceanside | json_ld_parsed |
|
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| services_offered | financial planning services | https://www.expertise.com/finance/financial-advisors/california/oceanside | kept |
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| has_rating | 5 | https://www.expertise.com/finance/financial-advisors/california/oceanside | json_ld_parsed |
|
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| professional_certifications | Certified Financial Planner, Certified Divorce Financial Analyst | https://www.expertise.com/finance/financial-advisors/california/oceanside | kept |
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| client_specializations | clients with rental real estate and stock compensation as well as business owners and those approaching retirement | https://www.expertise.com/finance/financial-advisors/california/oceanside | kept |
|
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.expertise.com/finance/financial-advisors/california/oceanside | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.expertise.com/finance/financial-advisors/california/oceanside | json_ld_parsed |
|
|
| founded_by | 3bb0f949-5c37-4758-9b3a-e6ae35f927e1 | https://www.expertise.com/finance/financial-advisors/california/oceanside | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.expertise.com/finance/financial-advisors/california/vista | json_ld_parsed |
|
|
| services_offered | life planning, investment management, financial planning | https://www.expertise.com/finance/financial-advisors/california/vista | kept |
|
|
| founded_by | d04f69c9-5720-47d0-ace4-eaa18db4eeb0 | https://www.expertise.com/finance/financial-advisors/california/vista | kept |
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|
| categorized_as | LocalBusiness | https://www.expertise.com/finance/financial-advisors/california/vista | json_ld_parsed |
|
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.expertise.com/finance/financial-advisors/california/vista | json_ld_parsed |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.financestrategists.com/financial-advisor/encinitas-ca/ | kept |
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| regulatory_registration | STONE STEPS FINANCIAL, LLC, License #175289, CA | https://adviserinfo.sec.gov/firm/summary/175289 | registry_verified |
|
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| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://smartadvisormatch.com/advisor-firm-network/california/stone-steps-financial-llc-175289 | kept |
|
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| regulatory_registration | registered in the states of California and Texas | https://smartadvisormatch.com/advisor-firm-network/california/stone-steps-financial-llc-175289 | kept |
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| client_specializations | retail investors and high net worth investors | https://smartadvisormatch.com/advisor-firm-network/california/stone-steps-financial-llc-175289 | kept |
|
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| services_offered | financial planning services, portfolio management for individuals and small businesses, and pension consulting services | https://smartadvisormatch.com/advisor-firm-network/california/stone-steps-financial-llc-175289 | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.cylex.us.com/company/blake-baxter-jr--j-d----lpl-financial-35621084.html | fixed |
|
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| categorized_as | Banking Services | https://www.cylex.us.com/company/california-bank---trust-26140067.html | kept |
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| services_offered | Home Equity Lines of Credit (HELOCs), checking, savings, business and personal loans, home loans, credit cards, wealth management | https://www.cylex.us.com/company/california-bank---trust-26140067.html | kept |
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| categorized_as | Financial Services | https://www.cylex.us.com/company/california-bank---trust-26140067.html | kept |
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| categorized_as | Loan Agencies | https://www.cylex.us.com/company/california-bank---trust-26140067.html | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.cylex.us.com/company/california-bank---trust-26140067.html | kept |
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|
| services_offered | comprehensive financial life planning, investment management | https://www.stonestepsfinancial.com/client-login | kept |
|
|
| professional_certifications | CFP | https://www.stonestepsfinancial.com/real-personal-finance | kept |
|
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| services_offered | comprehensive financial life planning, investment management | https://www.stonestepsfinancial.com/working-together | kept |
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| categorized_as | Financial Advising | https://www.yelp.com/search?cflt=investing&find_loc=Encinitas%2C+CA | kept |
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| categorized_as | Investing | https://www.yelp.com/search?cflt=investing&find_loc=Encinitas%2C+CA | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Financial+Advisor&find_loc=Encinitas,+CA | kept |
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|
| categorized_as | Financial Advisor | https://www.yelp.com/search?find_desc=Financial+Advisor&find_loc=Encinitas,+CA | kept |
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| services_offered | 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 | https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ | json_ld_parsed |
|
|
| categorized_as | FinancialService | https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ | json_ld_parsed |
|
|
| professional_certifications | CFA, CFP | https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ | kept |
|
|
| compensation_model | fee-only | https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ | kept |
|
|
| categorized_as | Financial Planner | https://www.facebook.com/stonestepsfinancial/ | kept |
|
|
| client_specializations | professionals and families | https://www.facebook.com/stonestepsfinancial/ | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.facebook.com/stonestepsfinancial/ | kept |
|
|
| services_offered | financial planning | https://www.facebook.com/stonestepsfinancial/ | kept |
|
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| compensation_model | fee-only | https://www.facebook.com/stonestepsfinancial/ | kept |
|
|
| services_offered | comprehensive financial life planning, investment management | https://www.stonestepsfinancial.com/ | kept |
|
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| compensation_model | fee-only | https://www.stonestepsfinancial.com/ | kept |
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| service_delivery_model | hybrid | https://www.stonestepsfinancial.com/ | kept |
|
|
| client_specializations | individuals and families | https://www.stonestepsfinancial.com/ | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.stonestepsfinancial.com/about | kept |
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|
| categorized_as | financial planning and investment management firm | https://www.stonestepsfinancial.com/about | kept |
|
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| services_offered | comprehensive financial life planning and investment management | https://www.stonestepsfinancial.com/about | kept |
|
|
| founded_by | 58562a35-c8a6-4e95-acda-c57a2364fd73 | https://www.stonestepsfinancial.com/about | kept |
|
|
| professional_certifications | Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Registered Life Planner (RLP) | https://www.stonestepsfinancial.com/about | kept |
|
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| categorized_as | financial advisory firm | https://www.wiseradvisor.com/financial-advisors/california/encinitas/stone-steps-financial-llc/175289/ | kept |
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| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.wiseradvisor.com/financial-advisors/california/encinitas/stone-steps-financial-llc/175289/ | kept |
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| categorized_as | FinancialService | https://www.wiseradvisor.com/financial-advisors/california/encinitas/stone-steps-financial-llc/175289/ | json_ld_parsed |
|
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.wiseradvisor.com/financial-advisors/california/encinitas/stone-steps-financial-llc/175289/ | json_ld_parsed |
|
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| services_offered | Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services | https://www.wiseradvisor.com/financial-advisors/california/encinitas/stone-steps-financial-llc/175289/ | fixed |
|
|
| professional_certifications | CPA | https://www.yelp.com/biz/stone-steps-financial-encinitas | kept |
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| categorized_as | Financial Services | https://www.yelp.com/biz/stone-steps-financial-encinitas | kept |
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| fiduciary_status | fiduciary | https://www.yelp.com/biz/stone-steps-financial-encinitas | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.yelp.com/biz/stone-steps-financial-encinitas | kept |
|
|
| categorized_as | Investing | https://www.yelp.com/biz/stone-steps-financial-encinitas | kept |
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| services_offered | Wealth Management Services, Retirement Planner, Tax Planning, Fiduciary Services | https://www.yelp.com/biz/stone-steps-financial-encinitas | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://aum13f.com/firm/stone-steps-financial-llc | kept |
|
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| services_offered | financial planning | https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d | kept |
|
|
| client_specializations | professionals and families | https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d | kept |
|
|
| established_in | a4ea70d8-094e-4150-af65-54c55b8036c0 | https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d | json_ld_parsed |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d | kept |
|
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| compensation_model | fee-only | https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://nextdoor.com/pages/stone-steps-financial-llc/ | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://nextdoor.com/pages/stone-steps-financial-llc/ | json_ld_parsed |
|
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| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://nextdoor.com/pages/stone-steps-financial-llc/ | kept |
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| categorized_as | Financial advisor | https://nextdoor.com/pages/stone-steps-financial-llc/ | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://nextdoor.com/pages/stone-steps-financial-llc/ | json_ld_parsed |
|
|
| has_rating | 5 | https://reviews.birdeye.com/stone-steps-financial-llc-157316414885267 | json_ld_parsed |
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| categorized_as | Financial Services | https://reviews.birdeye.com/stone-steps-financial-llc-157316414885267 | kept |
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| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://reviews.birdeye.com/stone-steps-financial-llc-157316414885267 | kept |
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|
| categorized_as | LocalBusiness | https://reviews.birdeye.com/stone-steps-financial-llc-157316414885267 | json_ld_parsed |
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| has_review_count | 31 | https://reviews.birdeye.com/stone-steps-financial-llc-157316414885267 | json_ld_parsed |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://reviews.birdeye.com/stone-steps-financial-llc-157316414885267 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://reviews.birdeye.com/stone-steps-financial-llc-157316414885267 | json_ld_parsed |
|
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| categorized_as | Financial Services | https://rocketreach.co/stone-steps-financial-llc-profile_b5a41babf6733b4d | kept |
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| services_offered | Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning | https://rocketreach.co/stone-steps-financial-llc-profile_b5a41babf6733b4d | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://rocketreach.co/stone-steps-financial-llc-profile_b5a41babf6733b4d | kept |
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| fiduciary_status | fiduciary | https://www.feeonlynetwork.com/financial-advisor/scott-frank/ | kept |
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| categorized_as | financial planner | https://www.feeonlynetwork.com/financial-advisor/scott-frank/ | kept |
|
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| compensation_model | fee-only | https://www.feeonlynetwork.com/financial-advisor/scott-frank/ | kept |
|
|
| services_offered | comprehensive financial planning and advice | https://www.feeonlynetwork.com/financial-advisor/scott-frank/ | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.feeonlynetwork.com/financial-advisor/scott-frank/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.linkedin.com/company/stone-steps-financial-llc | json_ld_parsed |
|
|
| client_specializations | professionals and families | https://www.linkedin.com/company/stone-steps-financial-llc | kept |
|
|
| services_offered | Financial Planning and Investment Management | https://www.linkedin.com/company/stone-steps-financial-llc | kept |
|
|
| located_in | 356679b8-8d4a-4173-8d84-9dc9c246c376 | https://www.linkedin.com/company/stone-steps-financial-llc | kept |
|
|
| compensation_model | fee-only | https://www.linkedin.com/company/stone-steps-financial-llc | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/stone-steps-financial-llc | json_ld_parsed |
|
Credentials
-
cfp_certification: CFP
claimed_unverified
- stonestepsfinancial.com https://www.stonestepsfinancial.com/real-personal-finance self-published
Self-asserted.
-
cfp_certification: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Registered Life Planner (RLP)
claimed_unverified
- stonestepsfinancial.com https://www.stonestepsfinancial.com/about self-published
Self-asserted.
-
investment_adviser_registration: STONE STEPS FINANCIAL, LLC, License #175289, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/175289 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/175289 independent
What We Do Not Know
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 9
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/175289 independent
- leadiq.com https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d independent
- wealthtender.com https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ independent
- expertise.com https://www.expertise.com/finance/financial-advisors/california/el-cajon independent
- facebook.com https://www.facebook.com/stonestepsfinancial/ independent
- feeonlynetwork.com https://www.feeonlynetwork.com/financial-advisor/scott-frank/ independent
- linkedin.com https://www.linkedin.com/company/stone-steps-financial-llc independent
- stonestepsfinancial.com https://www.stonestepsfinancial.com/ self-published
- stonestepsfinancial.com https://www.stonestepsfinancial.com/about self-published
- stonestepsfinancial.com https://www.stonestepsfinancial.com/client-login self-published
- stonestepsfinancial.com https://www.stonestepsfinancial.com/real-personal-finance self-published
- stonestepsfinancial.com https://www.stonestepsfinancial.com/working-together self-published
- yelp.com https://www.yelp.com/biz/stone-steps-financial-encinitas aggregated
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/175289 independent
- leadiq.com https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d independent
- wealthtender.com https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ independent
- expertise.com https://www.expertise.com/finance/financial-advisors/california/el-cajon independent
- facebook.com https://www.facebook.com/stonestepsfinancial/ independent
- feeonlynetwork.com https://www.feeonlynetwork.com/financial-advisor/scott-frank/ independent
- linkedin.com https://www.linkedin.com/company/stone-steps-financial-llc independent
- stonestepsfinancial.com https://www.stonestepsfinancial.com/ self-published
- stonestepsfinancial.com https://www.stonestepsfinancial.com/about self-published
- stonestepsfinancial.com https://www.stonestepsfinancial.com/client-login self-published
- stonestepsfinancial.com https://www.stonestepsfinancial.com/real-personal-finance self-published
- stonestepsfinancial.com https://www.stonestepsfinancial.com/working-together self-published
- yelp.com https://www.yelp.com/biz/stone-steps-financial-encinitas aggregated
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/175289 independent
- leadiq.com https://leadiq.com/c/stone-steps-financial-llc/5a1dd03e2300005a00d85c3d independent
- wealthtender.com https://wealthtender.com/financial-advisors/scott-frank-cfa-cfp/ independent
- expertise.com https://www.expertise.com/finance/financial-advisors/california/el-cajon independent
- facebook.com https://www.facebook.com/stonestepsfinancial/ independent
- feeonlynetwork.com https://www.feeonlynetwork.com/financial-advisor/scott-frank/ independent
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- stonestepsfinancial.com https://www.stonestepsfinancial.com/ self-published
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