Federico Cardona

Stonecrest Advisors, INC.

12 Years of Experience

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Firm Information

Stonecrest Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

19 advisors

Number of Clients

383 clients

Average Client Portfolio

$405K average

Assets Under Management

$155.3M

Fee Structure

Financial Planning:Investment management only

Stonecrest Advisors participates in a wrap fee program with fees ranging from 0.50% to 2.0% based on assets under management. These fees are negotiable depending upon the needs of the client and complexity of the situation. Fees are paid monthly in advance and are withdrawn directly from the client's accounts. Clients may terminate the contract with 30 days written notice.

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Areas of Practice

Investment Management

Advisor Information

Office location

300 West 6th Street, Suite 1550, Austin, TX, 78701-4666

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

July 2025

Final

Judgment / Lien

January 2025

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Other Business Activities

Federico is an Investment Advisor Representative at Stonecrest Advisors, Inc., dedicating full-time hours to this role. He also owns a personal holdings company, a real estate development company, and has a small ownership stake in a family real estate business, spending minimal time on each.