Sara Stanich
Cultivating Wealth · Brooklyn, New York
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.
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Specialties
Who they serve
- Mid-life transitions
- Founders
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 |
| Assets under management | $209.8M across 719 accounts |
| Credentials | CFP · CDFA · MBA |
| SEC registration | Investment adviser representative in CA, NY, PA, TX · CRD 5397545 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | cultivatingwealth.com |
| Profile |
How Sara's firm compares
- A one-time plan starts at $12,000, above the New York median of $2,500 for fee-only firms that publish prices.
- Cultivating Wealth's average account is about $292,000, from its Form ADV (assets managed divided by 719 accounts).
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Questions about Sara
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Cultivating Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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