A complete list of active advisors currently associated with Staib Financial Planning, LLC
Warmer can help you find a great advisor at Staib Financial Planning, LLC or one who fits your needs even better.
Staib Financial Planning is an independent, single-advisor registered investment adviser that provides fee-only comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients. The firm offers ongoing planning, project-based plans, and hourly engagements that address cash flow, retirement and distribution planning, tax and estate considerations, insurance, and investment analysis. The firm’s investment approach is grounded in Modern Portfolio Theory and predominantly passive management, constructing diversified portfolios using index mutual funds and ETFs and implementing portfolios under limited discretionary authority. Clients receive ongoing monitoring and quarterly reporting, and may impose reasonable written restrictions on investments. What distinguishes Staib from many peers is its flat fee-only pricing model rather than charging percentage-of-assets-under-management, a less common arrangement among independent advisers; the firm also recently transitioned to SEC registration. As a solo practitioner overseeing roughly $118 million for a relatively small client base, the firm does not aggregate trades into block orders, does not vote client proxies, and does not accept third-party compensation for advisory recommendations.
To learn more about the advisors currently working at Staib Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Highlands Ranch, CO
| 22
|
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