Firm
Stapleton Asset Management
Delano, Minnesota
Fee-only
Stapleton Asset Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 3 employees and 33 individual clients, 26 of them high net worth.
- Its average account is about $444,000 (assets it manages divided by its 70 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Delano, Minnesota |
|---|---|
| Website | stapletonam.com |
| [email protected] | |
| Phone | (615) 266-4233 |
Stapleton Asset Management fees
Stapleton Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $31 million |
| Individual clients | 7 |
| High-net-worth clients | 26 |
| Accounts managed | 70 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 323703 |