Joshua Grass
Stapleton Asset Management · Delano, Minnesota
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.
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Specialties
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 |
| Assets under management | $31.1M across 70 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN · CRD 6851496 |
| Exams passed | Series 63 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stapletonam.com |
| Profile |
How Joshua's firm compares
- Stapleton Asset Management's average account is about $444,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Joshua
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.
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
- Stapleton Asset Management 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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