Paul Staib
Staib Financial Planning, LLC · Parker, Colorado
Paul Staib is a fee-only financial advisor at Staib Financial Planning, LLC in Parker, Colorado, who holds the CFP, MBA and RICP credentials. Paul charges a flat fee or retainer and an ongoing planning fee and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Staib Financial Planning, LLC |
|---|---|
| Based in | Parker, Colorado |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $118.0M across 275 accounts |
| Credentials | CFP · MBA · RICP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4524109 |
| Exams passed | Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | staibfinancialplanning.com |
| Profile |
How Paul's firm compares
- Staib Financial Planning, LLC's average account is about $429,000, from its Form ADV (assets managed divided by 275 accounts).
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Questions about Paul
Is Paul Staib a fee-only financial advisor?
Yes. Paul Staib is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paul's firm.
How does Paul charge for financial advice?
Paul charges a flat fee or retainer and an ongoing planning fee.
Does Paul work with clients virtually?
Yes. Staib Financial Planning, LLC says on its website that it works with clients remotely.
Where is Paul Staib based?
Paul Staib is based in Parker, Colorado.
What does Paul specialize in?
Paul's specialties include flat-fee planning, retirement planning and tax planning. Paul works with retirees and pre-retirees.
What credentials does Paul Staib hold?
Paul Staib holds the CFP, MBA and RICP credentials.
Is Paul Staib registered with the SEC?
Yes. Paul Staib is registered as an investment adviser representative in CO and TX (CRD 4524109), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Staib Financial Planning, LLC manage?
Staib Financial Planning, LLC reports $118.0M across 275 accounts in assets under management.
How do I contact Paul Staib?
Through Paul's website, staibfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Staib Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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