Advisor at Providence Legacy Advisors LLC
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Firm
Providence Legacy Advisors LLC
Location
Landenberg, PA
Credentials
Series 63, Series 65
Industry experience
< 1 year
Jose Sabastro is a financial advisor at Providence Legacy Advisors LLC with Series 63 and Series 65 credentials. He has held roles at Chatham Financial Corporation and International Defense & Aerospace Group, LLC prior to joining Providence Legacy Advisors in 2025. Outside of his advisory work, he is involved with Square Roots Collective. Providence Legacy Advisors LLC serves individuals, families, foundations, non-profits, and business owners with fee-only financial planning and investment management. The firm integrates privately held investments into client portfolios and provides outsourced CFO and financial consulting services, employing a disciplined investment process that includes strategic asset allocation, diversification, and tax-efficient strategies.
Based on Providence Legacy Advisors LLC
Financial planning flat fees generally range from $2,500 to $10,000
$0 - $3,000,000: 1.00% $3,000,000.01 - $5,000,000: 0.85% $5,000,000.01 - $10,000,000: 0.75% $10,000,000.01 - $25,000,000: 0.50% $25,000,000.01 - $50,000,000: 0.35%
$250 to $500 per hour
Fee-only: Fee-only financial planning and investment advisory services; no commissions accepted.
Landenberg, PA
Pennsylvania
Providence Legacy Advisors LLC
2025 - Present (1 year)
Square Roots Collective
2022 - Present (4 years)
N/A
2021 - 2022 (1 year)
International Defense & Aerospace Group, LLC
2020 - 2021 (1 year)
Chatham Financial Corporation
2018 - 2020 (2 years)
Chatham Financial Corporation
2017 - 2018 (1 year)
Chatham Financial Corporation
2016 - 2017 (1 year)
Chatham Financial Corporation
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
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The Lyttle Company, LLC
John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.
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