Staib Financial Planning, LLC
Staib Financial Planning, LLC (CRD# 125706) is a financial advisory firm headquartered in , . They manage $49,300,946 in 28 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Staib Financial Planning, LLC
By the Numbers
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Total Assets Under Management49MILLION
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Total Number of Accounts28ACCOUNTS
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Average Account Value$1,760,748
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at Staib Financial Planning, LLC
1
Paul Staib (CRD# 4524109) is an Investment Advisor Representative working at Staib Financial Planning, LLC in Highlands Ranch, CO and has over 21 years of experience in the finance industry.
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