Firm
Stapp Financial
Olympia, Washington
Fee-only
Facts
| Based in | Olympia, Washington |
|---|---|
| Website | stappfinancial.com |
| Phone | (360) 754-8895 |
Stapp Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"If you have $500,000 or more to invest, reach out today to schedule a consultation with Stapp Financial." source
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 |
|---|---|
| Assets managed | $145 million |
| Individual clients | 180 |
| Financial planning | Offered |
| Form ADV filed | June 4, 2026 |
| SEC record | CRD 116553 |