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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
The Stanich Group LLC 1 year, 11 months Dec 2015 - Present
The Stanich Group, LLC 8 years, 5 months Jun 2009 - Present
Rbh Corp 8 years, 9 months Feb 2009 - Present
Raymond James Financial Services Advisors Inc. 8 years, 9 months Feb 2009 - Present
Raymond James Financial Services 8 years, 10 months Jan 2009 - Present
Merrill Lynch 1 year, 4 months Aug 2007 - Dec 2008
Terex Corporation 5 years, 5 months Aug 2001 - Jan 2007

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Divorce Financial Analyst
    Designation
    Certified Divorce Financial Analyst
    Individuals holding this designation act as an advisor to one party's divorce lawyer, or as a mediator for both parties. Knowledge of tax law, asset distribution, and short and long-term financial planning are utilized to achieve an equitable settlement.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Retirement Planning Counselor
    Designation
    Chartered Retirement Planning Counselor
    The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.

Articles and Answers

Insights by Sara Stanich

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 21, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 22, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Sept. 15, 2016
    • $30.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 85
      number of clients
    • $352.9K
      Estimated Average Account Balance Per Client

The Stanich Group LLC

Last updated on Feb. 27, 2017
    • $32.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 227
      Accounts
    • $141.0K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements