Stone Island Financial Planning
DBA: South Georgia Capital, Llc
900 E. DIEHL ROAD, Naperville, Illinois 60563
SEC CRD#146765
Last ADV filed: 03/27/2025
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Fee-Only Verified
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
Clean Disciplinary Record
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
No Conflicts Detected
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
AUM-Based Fee0.10%of assets under management
Flat Feeflat fee of
$1,000.00per year
Hourly Rate$300 - $500 per hourper hour
Compensation methods:
Percentage of AUMHourly feesFixed feesPerformance-based fees
Compensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.