Advisor at Providence Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Providence Financial Services, LLC
Location
Rocky River, OH 44116
Credentials
CFP®, PFS™
Industry experience
8 years
Sandria Calio is a CFP® and PFS™ credentialed financial advisor with eight years of industry experience. She has been with Providence Financial Services, LLC since 2020 and previously worked at Providence Wealth Partners LLC from 2017 to 2020. In addition to her advisory role, she provides income tax planning and preparation as well as long-term care and health insurance services through her firm. Providence Financial Services is an independent registered investment adviser serving individual clients with portfolio management and financial planning. The firm manages approximately $12.6 million in client assets, employing a range of strategies from long-term buy-and-hold to more active techniques, and incorporates Modern Portfolio Theory into its investment process.
Based on Providence Financial Services, LLC
Based on Providence Financial Services, LLC
Fixed fees between $500 and $3,000 for creating client financial plans
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $4,000,000: 0.40% $4,000,001 - And Up: 0.30%
$300 per hour for financial planning services
Fee-only: Fixed fees between $500 and $3,000 for financial plans; $300 hourly rate for financial planning services
1154 Linda Street
Rocky River, OH 44116
Ohio · Texas
Providence Financial Services LLC
2020 - Present (6 years)
Providence Wealth Partners LLC
2017 - 2020 (3 years)
Providence Financial Services LLC
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
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