A complete list of active advisors currently associated with Stebnicki Financial Planning
Warmer can help you find a great advisor at Stebnicki Financial Planning or one who fits your needs even better.
The firm provides fee-only financial planning and discretionary investment management to individuals (including high-net-worth clients) and small businesses. Financial planning is offered on an hourly basis and covers cash flow, retirement, tax, education, insurance, estate planning and stock option planning. The advisory approach pairs tailored financial plans with discretionary portfolio management that emphasizes diversification, consideration of macroeconomic trends, and a lack of short-term trading; accounts and plans are reviewed quarterly and updated after significant life events. When advising on retirement accounts the firm operates as a fiduciary under ERISA/IRC standards and adheres to CFP Board ethical requirements. Noteworthy aspects include a very small client roster (three clients) and about $1.85 million in discretionary AUM, a combination that differs from typical independent peers and can result in a highly individualized advisor–client relationship. The firm is strictly fee-only (no commissions or external compensation), uses a major institutional custodian, does not aggregate trades or vote client proxies, and does not impose an account minimum for investment management.
To learn more about the advisors currently working at Stebnicki Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 6
|
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