Sebastian Lafontaine is a CFP-designated registered investment advisor at Stash Invest, based in Homestead, FL, with 9 years of industry experience. Sebastian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,290,843 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stash offers a wrap fee program with two subscription tiers. The fee includes a fixed monthly or annual subscription fee. If you have a managed account, you'll also pay a quarterly fee based on the value of your portfolio. Stash does not make investment decisions for regular brokerage accounts. Clients are responsible for deciding whether and when to buy or sell securities using Stash’s personalized investment advice delivered through the platform.
Location
Homestead, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sebastian works as a Bilingual Financial Coach at Morrow Group Inc., a financial planning firm, since May 2024. He dedicates about 10-20% of his time to this role, working 20 hours weekly during nights and weekends.
Employment History
Current Registrations
Stash Invest
Hoskin Capital
Previous Registrations
J.P. Morgan Securities LLCBroker
Greytown Advisors
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.