# Corey Stapleton

> Corey Stapleton is a fee-only financial advisor at Stapleton Financial Group in Billings, Montana. Stapleton Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/corey-stapleton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Stapleton Financial Group
- **Based in:** Billings, Montana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $15.8M across 98 accounts
- **CRD:** 2932434 (https://adviserinfo.sec.gov/individual/summary/2932434)
- **SEC registration:** Investment adviser representative in MT
- **Exams passed:** Series 66 (1997)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Corey Stapleton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Stapleton Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Corey charge for financial advice?

Corey's firm, Stapleton Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Corey Stapleton based?

Corey Stapleton is based in Billings, Montana.

### Is Corey Stapleton registered with the SEC?

Yes. Corey Stapleton is registered as an investment adviser representative in MT (CRD 2932434), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stapleton Financial Group manage?

Stapleton Financial Group reports $15.8M across 98 accounts in assets under management.

### How do I contact Corey Stapleton?

Contact details aren't on file yet. Search for Stapleton Financial Group.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2932434): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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