Mason Stafford
Stafford Financial · Billings, Montana
Mason Stafford is a fee-only financial advisor at Stafford Financial in Billings, Montana. Stafford Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stafford Financial |
|---|---|
| Based in | Billings, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.5M across 21 accounts |
| SEC registration | Investment adviser representative in MT, WY · CRD 6932794 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.staffordplanning.com |
How Mason's firm compares
- Stafford Financial's average account is about $692,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Mason
Is Mason Stafford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mason holds no broker registration, and Stafford Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mason charge for financial advice?
Mason's firm, Stafford Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mason Stafford based?
Mason Stafford is based in Billings, Montana.
Is Mason Stafford registered with the SEC?
Yes. Mason Stafford is registered as an investment adviser representative in MT and WY (CRD 6932794), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stafford Financial manage?
Stafford Financial reports $14.5M across 21 accounts in assets under management.
How do I contact Mason Stafford?
Through Mason's website, www.staffordplanning.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
- 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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