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William Curtis Butcher

Investment adviser representative at Stone Wealth Partners LLC
20 yearsExperience
2 statesRegistered in
$142.9MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

20 years in the industry.

  1. Stone Wealth Partners LLCApr 2020 to now
  2. Red's Health ClubOct 2019 to now
  3. Integrity RiaOct 2018 to now
  4. Extended TravelAug 2008 to Jun 2018
  5. Self EmployedMay 2006 to Sep 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Stone Wealth Partners LLC

$142.9MAssets managed
375Clients
7Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7008950
Firm CRD
308429
Advisor's SEC record (opens in a new tab)
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