We Are a Fee-only Financial Planning & Investment Management Firm
At Shone Asset Management, we work to help you achieve financial well-being. From our headquarters in Walnut Creek, we provide fee-only financial planning, investment advice and wealth management services. Fee-only means our compensation comes only from the clients we serve, and not from third party sources. Our values are built from the Investment Advisers Act of 1940 “Fiduciary Rule”, which states:
“…to act in the best interest of the customer without regard or other interest of the…investment advisor providing the advice.” – Section 211(g)(1)
This guarantees a level of transparency that underscores our commitment to put you first: Your goals and dreams drive all that we do.