Paul Staib is a CFP-designated registered investment advisor at Staib Financial Planning, LLC, based in Highlands Ranch, CO, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 53 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFP offers investment management as part of its ongoing comprehensive financial planning service. The annual fee for this service ranges from $6,500 to $25,000, paid quarterly in advance. The fee is based on the complexity of your financial situation and the scope of services provided.
Contact
Paul Staib
Location
Highlands Ranch, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Staib Financial Planning, LLC
Previous Registrations
Staib Financial Planning
State Registrations2 states
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Additional Information
Staib Financial Planning, LLCis an independent, flat fee-only, financial planning firm. We are dedicated to providing competent, unbiased, personal financial and investment management advice for an affordable price. Our comprehensivefinancial planning,retirement planning,tax planning, andinvestment managementservices are easily customizable to meet each of our client's specific needs.For purposes of better understanding your unique needs, Staib Financial Planning, LLC offers an initial no-obligation,introductory meeting. Please visitwww.staibfinancialplanning.comfor additional information.