Stawnychy Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,834,900
Clients
116
Advisors
1
of 4 employees
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
Expertise
Occupation focus
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
135 Kinnelon Road, Suite 101
Kinnelon NJ 07405
Advisors at this office
1
Most active in
Florida · New Jersey · New York · Texas
Also doing business as
Stawnychy Financial Servcies, Inc. · Stawnychy Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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