# Sara Stanich

> Sara Stanich is a fee-only financial advisor at Cultivating Wealth in Brooklyn, New York, who holds the CFP, CDFA and MBA credentials. Sara charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $12,000) and focuses on estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/sara-stanich/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Cultivating Wealth
- **Based in:** Brooklyn, New York
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** one-time plans from $12,000
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $209.8M across 719 accounts
- **Credentials:** CFP, CDFA, MBA
- **Specialties:** Estate & legacy planning, Small business owners
- **Works with:** Mid-life transitions, Founders
- **CRD:** 5397545 (https://adviserinfo.sec.gov/individual/summary/5397545)
- **SEC registration:** Investment adviser representative in CA, NY, PA, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://cultivatingwealth.com

## Frequently asked questions

### Is Sara Stanich a fee-only financial advisor?

Yes. Sara Stanich is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sara's firm.

### How does Sara charge for financial advice?

Sara charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### How much does Sara charge?

According to Cultivating Wealth's website, checked October 28, 2026: one-time plans from $12,000.

### Where is Sara Stanich based?

Sara Stanich is based in Brooklyn, New York.

### What does Sara specialize in?

Sara's specialties include estate & legacy planning and small business owners. Sara works with mid-life transitions and founders.

### What credentials does Sara Stanich hold?

Sara Stanich holds the CFP, CDFA and MBA credentials.

### Is Sara Stanich registered with the SEC?

Yes. Sara Stanich is registered as an investment adviser representative in CA, NY, PA and TX (CRD 5397545), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Cultivating Wealth manage?

Cultivating Wealth reports $209.8M across 719 accounts in assets under management.

### How do I contact Sara Stanich?

Through Sara's website, cultivatingwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/sara-stanich-11315): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.cultivatingwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.