$17.7M Total AUM
$17.7M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison insightMatrix +more
- Established Date
- 08-16-2016
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Financial Staples
Financial Staples is a fee-only financial planning firm based in Atlanta serving clients nationwide, focused on tech professionals in their 30s and 40s with high incomes and equity compensation. The firm delivers comprehensive planning and investment guidance aligned to clients’ values, with specific experience navigating RSUs, stock options, and ESPPs. Reported custody includes Charles Schwab.
Team overview
-- AVG AGE
$17.7M AVG AUM / ADVISOR
$633.5K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Beacon Horizon
Client Personas
Glacier wave
CRM
Quantum momentum
Custodian
Bridge pioneer Insight glacier Peak ember
Investment Themes
Timber harbor Frontier optima Radial momentum
Investment Vehicles
Capital Frontier radial
Platform
Vector delta
Services
Vital signal Frontier signal Ember Vertex optima Catalyst Horizon vertex Foundation Peak eagle Radial vital Meridian
Technology
Unison vertex Vertex summit Focus Foundation eagle
Owner & Executives
CHLOE ALETHEA MOORE
Chief Compliance Officer, Founder, Principal
- CRD
- #4823202
- Ownership
- 75% or more
(203) 245-8351
glacier.fusion@eaglecapital.com
in linkedin.com/in/insight-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,738,901 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,738,901 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,738,901
Public Funds:
40.6% Cash:
16.3% Equity - Exchange:
43.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,820,868,470 | 40.6% |
| Cash | $1,132,516,159 | 16.3% |
| Equity - Exchange | $2,994,567,268 | 43.1% |
| Total | $6,947,951,897 | 100.0% |