Sara Beth Stanich
CFP®Professional Summary
Sara Beth Stanich, CFP®, who also goes by Sara Beth Froyd, Sara Stanich, is a registered financial advisor currently at CULTIVATING WEALTH located in Montauk, New York. Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Sara has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Education Funding
Specializations
Biography
The Stanich Group is a fee-only registered investment adviser. We provide financial planning advice and investment management services to my clients, who are successful business people focused on achieving their financial goals. These goals may include optimizing an investment portfolio, buying a home, saving for a child’s education, increasing tax-efficiency, retirement, or simply financial independence and building wealth. Please visit our blog at Cultivating Wealth for more information or to schedule a free consultation. We...
Other Aliases
Sara Beth Froyd, Sara Stanich
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CULTIVATING WEALTH | THE STANICH GROUP LLC | POWER OVER DIVORCE
Contact Information
Main Address
Montauk, NYMailing Address
P.o. Box 5014, Montauk, NY 11954Phone Number
(646) 693-7451# of Employees
5SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
719AUM (Assets Under Management)
$209,776,444Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CULTIVATING WEALTH | THE STANICH GROUP LLC | POWER OVER DIVORCE
State Registrations and Notice Filings
(6/18/2025)
(8/20/2021)
(4/11/2019)
(8/20/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Sara Beth Stanich's CRS (Customer Relationship Summary).
Services Offered by Sara
- Business Services
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Investment Management
- Retirement Planning
- Education Funding
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