Sebastian Lafontaine is a CFP-designated registered investment advisor at Stash, 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, Retirement Planning. Their firm serves 1,138,270 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stash Investments LLC charges a fixed subscription fee of $12 per month for its program. For taxable discretionary managed accounts with balances of $1,000 or more, an asset-based fee applies. Managed retirement portfolios are also subject to an asset-based fee. Specific percentage rates for the asset-based fee are detailed in the wrap fee program brochure.
Location
Homestead, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Exams
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- Andres Parmeggiani, CFPTruist Advisory Services, INC.