# Joshua Grass

> Joshua Grass is a fee-only financial advisor at Stapleton Asset Management in Delano, Minnesota, who holds the CFA credential. Joshua focuses on retirement planning. Stapleton Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-grass/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stapleton Asset Management
- **Based in:** Delano, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $31.1M across 70 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **CRD:** 6851496 (https://adviserinfo.sec.gov/individual/summary/6851496)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (2022)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.stapletonam.com

## Frequently asked questions

### Is Joshua Grass a fee-only financial advisor?

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

### How does Joshua charge for financial advice?

Joshua's firm, Stapleton Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joshua Grass based?

Joshua Grass is based in Delano, Minnesota.

### What does Joshua specialize in?

Joshua's specialties include retirement planning.

### What credentials does Joshua Grass hold?

Joshua Grass holds the CFA credential.

### Is Joshua Grass registered with the SEC?

Yes. Joshua Grass is registered as an investment adviser representative in MN (CRD 6851496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stapleton Asset Management manage?

Stapleton Asset Management reports $31.1M across 70 accounts in assets under management.

### How do I contact Joshua Grass?

Through Joshua's website, www.stapletonam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6851496): 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
- The firm's website (https://stapletonam.com/): specialties, clients served, and fees, checked October 30, 2026

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