Gregory Stapp
Stapp Financial · Olympia, Washington
Gregory Stapp is a fee-only financial advisor at Stapp Financial in Olympia, Washington, who holds the CFP and PFS credentials. Gregory focuses on retirement planning, tax planning and divorce financial planning. Stapp Financial reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Stapp Financial |
|---|---|
| Based in | Olympia, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $145.1M across 215 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in AZ, OR, WA · CRD 2198693 |
| Exams passed | Series 63 (1991) · Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stappfinancial.com |
| Profile |
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Questions about Gregory
Is Gregory Stapp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Stapp Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Stapp Financial, reports charging a percentage of assets on its SEC Form ADV.
How much does Gregory charge?
According to Stapp Financial's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Gregory Stapp based?
Gregory Stapp is based in Olympia, Washington.
What does Gregory specialize in?
Gregory's specialties include retirement planning, tax planning, divorce financial planning and small business owners. Gregory works with retirees and pre-retirees.
What credentials does Gregory Stapp hold?
Gregory Stapp holds the CFP and PFS credentials.
Is Gregory Stapp registered with the SEC?
Yes. Gregory Stapp is registered as an investment adviser representative in AZ, OR and WA (CRD 2198693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stapp Financial manage?
Stapp Financial reports $145.1M across 215 accounts in assets under management.
How do I contact Gregory Stapp?
Through Gregory's website, www.stappfinancial.com.
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
- Stapp Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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