CRD: 125706
Staib Financial Planning, LLC
$118.0M Total AUM
$118.0M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-22-2003
- Office Locations
- 1
Office Locations
-- Highlands Ranch CO
About Staib Financial Planning, LLC
Staib Financial Planning, LLC is an independent, flat fee-only fiduciary focused on tax-efficient retirement planning and ongoing investment management. The firm helps retirees and pre-retirees implement low-cost, broadly diversified portfolios tailored to values and income needs, with tax minimization integrated throughout. Based in the Denver metro area and serving U.S. clients virtually; custody includes Charles Schwab.
Team overview
55 AVG AGE
$118.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
23 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PAUL F STAIB
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4524109
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,021,052 | $429,167 |
| Non-Discretionary | $0 | -- |
| Total | $118,021,052 | $429,167 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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