Stapp Wealth Management, PLLC

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Client assets under management

$145,112,880

Clients

215

16% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$674,944

About

Stapp Wealth Management serves individual and high‑net‑worth clients and retirement accounts, generally requiring a $500,000 minimum (subject to negotiation) and managing roughly $145 million across about 215 client relationships. The firm offers portfolio management, modular financial planning, and in‑house tax preparation and planning, and provides client access to Advyzon and RightCapital portals for reporting and retirement analysis.

Investment decisions are driven by a top‑down macroeconomic “regime” framework combined with fundamental research and occasional technical/charting inputs to identify entry and exit points. Portfolios are implemented primarily with no‑load mutual funds and ETFs but employ an All‑Weather/Portable Alpha approach that can include alternative exposures (managed futures, commodities, catastrophe bonds) and underlying funds that use derivatives or leverage.

Compared with peers, the firm’s direct provision of CPA‑level tax return preparation and tax planning for clients above its asset threshold is an atypical service offering for a firm of this size. Its combination of a macroeconomic portable‑alpha implementation, use of less common alternative instruments, and integrated reporting and planning tools distinguishes its investment and service model from more conventional ETF‑focused advisers.

Client services

Financial planning Portfolio management

Expertise

Wealth management ESG / Sustainable investing Tax-loss harvesting

Fee options

Percentage

$1 - $100,000: 1% $100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.20%

Project-based

Negotiable hourly fee for financial planning services for US Military referrals

Other

Account minimum: $500,000

Main office location

Stapp Wealth Management, PLLC

1800 Cooper Point Road Sw, Bldg #10

Olympia WA 98502-1179, United States

Number of offices

Most active in

Arizona · Oregon · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 360-754-8895

Advisors at this firm

Rebecca S

Series 65

Olympia, WA

Stapp Wealth Management, PLLC

Rebecca Stapp is a Series 65-licensed financial advisor with nine years of industry experience. She has been affiliated with Stapp Wealth Management, PLLC since 1998. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing discretionary portfolios based on five risk-based model strategies that incorporate technical and cyclical analysis with occasional short-term trading.

Wealth management ESG / Sustainable investing Tax-loss harvesting

Gregory S

CFP®, PFS™, Series 63, Series 65

Olympia, WA

Stapp Wealth Management, PLLC

Gregory Stapp is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with Stapp Wealth Management, PLLC since 1998, where he is one of three advisors at the firm. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm combines discretionary portfolios based on risk-based models with integrated tax preparation and planning, utilizing a blend of technical and cyclical analysis alongside traditional research.

Wealth management ESG / Sustainable investing Tax-loss harvesting

Thomas S

CFP®

Olympia, WA

Stapp Wealth Management, PLLC

Thomas Stapp is a CFP® professional with five years of industry experience, currently serving as an advisor at Stapp Wealth Management, PLLC since 2017. Prior to his advisory role, he spent 17 years at Baylor University. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing risk-based model strategies that combine institutional funds with technical and cyclical analysis.

Wealth management ESG / Sustainable investing Tax-loss harvesting

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