Stebnicki Financial Planning

Overview

Stebnicki Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its billing mixes a percentage-of-assets-under-management fee with hourly charges. The firm does not position itself as a capital allocator, is not marked as an active ESG investor, and is not identified as a multi-state advisory practice.

Assets & Accounts

Public Holdings

Investments & Alternatives