Firm
Stapleton Financial Group
Billings, Montana
Fee-only
Stapleton Financial Group at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 66 individual clients, 6 of them high net worth.
- Its average account is about $161,000 (assets it manages divided by its 98 accounts).
Facts
| Based in | Billings, Montana |
|---|---|
| Phone | (406) 655-3800 |
Stapleton Financial Group fees
Stapleton Financial Group 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 |
|---|---|
| Assets managed | $16 million |
| Individual clients | 60 |
| High-net-worth clients | 6 |
| Accounts managed | 98 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-108229) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 284716 |