Corey Stapleton
Stapleton Financial Group · Billings, Montana
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.
Request an introduction to Corey →
Facts
| Firm | Stapleton Financial Group |
|---|---|
| Based in | Billings, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $15.8M across 98 accounts |
| SEC registration | Investment adviser representative in MT · CRD 2932434 |
| Exams passed | Series 66 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Corey's firm compares
- Stapleton Financial Group's average account is about $161,000, from its Form ADV (assets managed divided by 98 accounts).
Request an introduction to Corey
Tell Corey a little about what you're looking for. Corey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Corey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.