Gregory Stapp is a CFP, PFS-designated registered investment advisor at Stapp Wealth Management, PLLC, based in Olympia, WA, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 215 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.20% |
Fees may be waived or reduced for family and employees. Clients under prior agreements may be charged management fee rates that are less than the current investment management agreement rates.
Fee Estimator
Contact
Gregory Stapp
Location
1800Cooper Point Road SW, Bldg #10, Olympia, WA, 98502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stapp Wealth Management, PLLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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