Staib Financial Planning provides comprehensive financial planning and investment management services to individuals and high-net-worth clients. Operating with a philosophy centered on Modern Portfolio Theory and passive investing, the registered investment advisor builds tailored portfolios utilizing low-cost index mutual funds and exchange-traded funds. Clients receive ongoing support covering a wide array of financial areas, including cash flow management, debt reduction, retirement income projections, college funding strategies, insurance risk reviews, tax optimization guidance, and estate planning coordination. Led by principal Paul Staib, the firm operates as a fee-only practice, meaning it does not sell products or accept commissions and acts solely in the best financial interest of the client. Standalone financial planning projects and hourly consulting engagements are also available for clients who do not require ongoing investment 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.