Cross State Financial Group
46yrs
Top advisor by experience in Albuquerque
39yrs
Edward Walker Stone Jr
Financial advisor at THE Wealth Consulting Group
At a glance
Experience39 years (since 1988)
How that compares ?Top 3% by experience at THE Wealth Consulting Group
Office4600-B Montgomery Blvd. NE Suite 104, Albuquerque, NM 87109
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through THE Wealth Consulting Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Jul 2025 – nowTHE Wealth Consulting GroupCurrent firm
Questions to ask Edward
Tailored to Edward’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Edward
How do I contact Edward?
Call THE Wealth Consulting Group at 702-263-1919 and ask for Edward Walker Stone Jr. Edward works from the Albuquerque, NM office.
How long has Edward been a financial advisor?
Edward has been in the industry since 1988, about 39 years. Top 3% by experience at THE Wealth Consulting Group.
What licenses does Edward hold?
Series 63. Tap any license on this page to see what it allows.
Is Edward a fiduciary?
Edward is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Edward paid?
THE Wealth Consulting Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Edward for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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