Sandria Calio
Providence Financial Services · Rocky River, Ohio
Sandria Calio is a fee-only financial advisor at Providence Financial Services in Rocky River, Ohio, who holds the CFP and PFS credentials. Sandria focuses on retirement planning, tax planning and estate & legacy planning. Providence Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Providence Financial Services |
|---|---|
| Based in | Rocky River, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.6M across 19 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in OH, TX · CRD 1719784 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.providencefinancialgroup.com |
| Profile |
How Sandria's firm compares
- Providence Financial Services's average account is about $663,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Sandria
Is Sandria Calio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sandria holds no broker registration, and Providence Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sandria charge for financial advice?
Sandria's firm, Providence Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sandria Calio based?
Sandria Calio is based in Rocky River, Ohio.
What does Sandria specialize in?
Sandria's specialties include retirement planning, tax planning and estate & legacy planning. Sandria works with pre-retirees and retirees.
What credentials does Sandria Calio hold?
Sandria Calio holds the CFP and PFS credentials.
Is Sandria Calio registered with the SEC?
Yes. Sandria Calio is registered as an investment adviser representative in OH and TX (CRD 1719784), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Providence Financial Services manage?
Providence Financial Services reports $12.6M across 19 accounts in assets under management.
How do I contact Sandria Calio?
Through Sandria's website, www.providencefinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Providence Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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