Stawnychy Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$131,213,053
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
116
22% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
116
Average account size
$1,131,147
About
Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals (including high-net-worth clients), small businesses, charitable organizations, and municipal governments. The firm also offers qualified retirement plan consulting and manages portfolios for both wrap-fee and non-wrap-fee accounts.
The advisor delivers discretionary, custom portfolio management that emphasizes a tactical allocation strategy intended to reduce risk and seek improved performance, with the ability to rebalance, hold cash as a hedge, or buy specific stocks to adjust sector weightings or dividend exposure. It uses a broad set of instruments — including exchange-listed equities, mutual funds (including liquid alternatives), municipal securities, corporate debt, variable annuities, and options — and employs both fundamental and technical analysis as part of its process.
Noteworthy features for a firm of this size include serving municipal government clients and providing ERISA Section 3(38) retirement-plan management, services that are relatively uncommon among peers. The firm also acts as a wrap-fee program manager while its personnel are licensed insurance agents who may recommend insurance products (and receive customary commissions), and a firm principal at times serves as trustee on client accounts, which subjects the firm to additional custody compliance requirements.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Occupation focus
Founder/Business Owner
Executive
Fee options
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
Main office location
Stawnychy Financial Services, Inc.
135 Kinnelon Road, Suite 101
Kinnelon NJ 07405, United States
Number of offices
1
Most active in
Stawnychy Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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