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Adam James Oliver

Stone Island Financial Planning

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About Adam James Oliver

Adam Oliver is an Investment Advisor Representative with Stone Island Financial Planning. Adam has been in the industry since August 2023 and has a Series 65 license. Adam works out of Stone Island Financial Planning's Scottsdale, Arizona branch office, which is one of two branch offices. The firm's main office is in Naperville, Illinois. Stone Island Financial Planning has been serving clients since 2022 and has more than 100 clients with $135,000,000 in assets under management. Adam has experience working in the financial services industry, including roles with Byline Bank, Northern Trust, and Embry-Riddle Aeronautical University. Adam specializes in working with High Net Worth Individuals and has experience with individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Adam Oliver is currently registered with Stone Island Financial Planning. Stone Island Financial Planning is a financial planning firm based in NAPERVILLE, IL. They manage approximately $135,101,245 in assets for 259 clients. They provide financial planning, selection of other advisers, and portfolio management for individuals.
Stone Island Financial Planning

900 E. DIEHL ROAD

NAPERVILLE, IL 60563

$135.10M

Assets Under Management

5

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Oliver’s Registration & Firm History

AZ

10/27/2023 - Present

Stone Island Financial Planning (Scottsdale AZ)

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Licenses & Designations

IA

Issued 10/23/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam James Oliver.
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