Zoriana Stawnychy
Zoriana Stawnychy is a CFP-designated registered investment advisor at Stawnychy Financial Services, INC., based in Kinnelon, NJ, with 46 years of industry experience. Zoriana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 121 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stawnychy Financial charges an annual asset management fee based on the value of your portfolio, paid quarterly in advance. The fee can range up to 1.55% per year, depending on factors like whether transaction costs are included, the complexity of the investment strategy, and the size of your account. Fees may be negotiable. Stawnychy Financial offers both wrap fee and non-wrap fee options, with wrap fee accounts generally having a higher asset management fee.
Location
135 Kinnelon Road, Suite 101, Kinnelon, NJ, 07405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stawnychy Financial Services, INC.
Previous Registrations
Stawnychy Financial Servcies, INC.
LPL Financial LLC
LPL Financial LLCBroker
Cigna Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Cigna Securities, INC.Broker
State Registrations4 states
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