Stawnychy Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$15,000

“Stawnychy Financial charges a fixed fee for comprehensive financial planning services that will range from $500 to $15,000 depending on the scope and complexity of the services required, and will be negotiated in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Stawnychy Financial Services, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New account fees are charged monthly in advance until the beginning of the next calendar quarter, and then convert to quarterly in advance.”
• “Fees for the first month will be prorated from the inception of the account to the end of the first month.”
• “In some cases, fees will not be directly deducted and the client will be invoiced on a quarterly basis.”

How Stawnychy Financial Services, Inc.’s fees compare

• Its flat or project fee of $500-$15,000 spans the New Jersey median of $5,000. 67% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Stawnychy Financial Services, Inc.

• Firm size: 4 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.55% a year

Clients

116

Employees

4

Works with

Individuals, high net worth individuals, and state and local governments

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$131,213,053

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128859

Website

stawnychyfinancial.com (opens in new tab)

Phone

(973) 283-0024

Can advise clients in 4 states: Florida, New Jersey, New York, Texas

Other planners in Kinnelon that publish fees

• Asset Advisory Group, Inc.Kinnelon$50/hr, $1,500⁠-⁠$15,000
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

Compare all 417 planners in New Jersey