Fee-only adviser · Chandler, AZ
Sunstone Financial
Sunstone Financial is a fee-only investment adviser registered with the securities regulator of Arizona, with its main office in Chandler, Arizona. On its latest Form ADV, filed March 5, 2026, it reports $89M in regulatory assets under management, 216 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona |
|---|---|
| Firm CRD number | 312894 |
| Office | 25 Arizona Place 5th Floor Chandler, AZ 85225 |
| Phone | (908) 800-2145 |
| Website | www.sunstonefinancial.com |
| Regulatory assets under management | $89M |
| Individual clients | 200 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chandler
- Ironwood Wealth Management, LLC $608M
- Future Bright $121M
- Macc IV Group $41M
- Sonmore Financial LLC $87M
- Innovative Financial Solutions, Inc. $93M
- Wlth Capital Management, LLC $230M
See all 12 fee-only advisers in Chandler →
Nearby
- Gilbert 10 firms
- Tempe 10 firms
- Mesa 9 firms
- Phoenix 49 firms
- Paradise Valley 1 firm
- Scottsdale 78 firms
- Fountain Hills 2 firms
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