Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
231 clients
Average Client Portfolio
$533K average
Assets Under Management
$123.1M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1800 Cooper Point Road Sw, Bldg #10, Olympia, WA, 98502-1179
Get directionsHistory
Regulatory History
Clean regulatory record
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
June 2020 - Present · 5 yrs 9 mos
State Registrations4 states
AZCAORWA
Advisor
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
No exam information available for this advisor.