Cristina
Raft
Stone Oak Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Cristina Raft is a financial advisor operating out of San Antonio, Texas who has 5 years of industry experience. Raft is currently employed by Stone Oak Wealth Management, LLC. Throughout their career, Raft has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Raymond James, Williams Financial Group and Stone Oak Wealth Management, LLC. Raft maintains a Series 63 license, designating them as a securities broker, and is registered to advise clients in Texas. Stone Oak Wealth Management, LLC is a company operating out of San Antonio, TX. The company has a total of six people on staff. It oversees $266 million in total assets among its 853 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 853 customer accounts, 53% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely vary depending on which services the firm provides the client. However, fees billed by Stone Oak Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Stone Oak Wealth Management, LLC Brokerage Details
$266,273,633
6
853
$312,161
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cristina Raft Work History
Cristina has been registered as a financial advisor for 5 years.*
Stone Oak Wealth Management, LLC
Raymond James
Merrill Lynch, Pierce, Fenner & Smith Inc
Williams Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cristina Raft to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stone Oak Wealth Management, LLC
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
