Staib Financial Planning, LLC
Parker, Colorado
Staib Financial Planning, LLC at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 53 individual clients, 44 of them high net worth.
- Its average account is about $429,000 (assets it manages divided by its 275 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Parker, Colorado |
|---|---|
| Website | staibfinancialplanning.com |
| [email protected] | |
| Phone | (303) 887-9633 |
Questions about Staib Financial Planning, LLC
How is Staib Financial Planning, LLC paid?
Staib Financial Planning, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Staib Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Staib Financial Planning, LLC.
What is the average account at Staib Financial Planning, LLC?
Staib Financial Planning, LLC's average account is about $429,000. That's the assets on its Form ADV divided by its 275 accounts.
What does Staib Financial Planning, LLC specialize in?
Staib Financial Planning, LLC's advisors and website list flat-fee planning, retirement planning and tax planning.
Does Staib Financial Planning, LLC work with clients virtually?
Yes. Staib Financial Planning, LLC's website says it works with clients virtually.
Staib Financial Planning, LLC fees
Staib Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $118 million |
| Individual clients | 9 |
| High-net-worth clients | 44 |
| Accounts managed | 275 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135285) |
| Financial planning | Offered |
| Form ADV filed | January 6, 2026 |
| SEC record | CRD 125706 |