Advisor at Stawnychy Financial Services, Inc.
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
Stawnychy Financial Services, Inc.
Location
Kinnelon, NJ 07405
Credentials
CFP®, Series 63
Industry experience
46 years
Zoriana Stawnychy is a CFP® with 46 years of industry experience and has been leading Stawnychy Financial Services, Inc. since 1991. She previously worked at LPL Financial LLC for 25 years. Stawnychy Financial Services, Inc. provides fee-based investment advisory and comprehensive financial planning services to individuals, charitable organizations, municipal governments, and small businesses. The firm employs a tactical allocation approach to manage discretionary portfolios, offering services that include estate and business planning, retirement plan consulting, and participation in wrap-fee programs.
Based on Stawnychy Financial Services, Inc.
Up to 1.55% per annum (variable, negotiated)
$100 to $300 per hour depending on service
Fee-only: Fixed fees ranging from $500 to $15,000 depending on scope and complexity
135 Kinnelon Road, Suite 101
Kinnelon, NJ 07405
Florida · New Jersey · New York · Texas
Stawnychy Financial Services Inc.
1991 - Present (35 years)
LPL Financial
1991 - 2016 (25 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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