Paul Staib is a CFP-designated registered investment advisor at Staib Financial Planning, LLC, based in Highlands Ranch, CO, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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
Staib Financial Planning combines ongoing financial planning and investment management into a single flat annual fee ranging from $6,500 to $25,000.
- Fees are determined based on the complexity of your financial situation, such as your tax picture, number of investment accounts, and estate goals.
- The annual fee is divided into equal quarterly payments and is paid in advance.
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.
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