Staib Financial Planning provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Staib Financial Planning reports 53 clients. They include 44 high-net-worth individuals and 9 individual clients. Of its assets, 100.0% ($118M across 275 accounts) are managed with discretion. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 17% | 6% |
| High-net-worth individuals | 83% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9 | $6.61M | 5.6% | $735K |
| High-net-worth individuals | 44 | $111M | 94.4% | $2.53M |
| Total | 53 | $118M | 100% | $2.23M |
- Clients
- 9
- Regulatory AUM
- $6.61M
- AUM share
- 5.6%
- Avg. per client
- $735K
- Clients
- 44
- Regulatory AUM
- $111M
- AUM share
- 94.4%
- Avg. per client
- $2.53M
Total
- Clients
- 53
- Regulatory AUM
- $118M
- AUM share
- 100%
- Avg. per client
- $2.23M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Staib Financial Planning is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning fixed fee
- A financial plan is typically a flat fee of $4,000 to $8,000, agreed before work begins; half is due up front.
- Hourly financial planning
- Hourly financial planning engagements are offered at $500 per hour, negotiable at the firm's discretion.
Paul Staib owns 75% or more of Staib Financial Planning. The leadership team of Staib Financial Planning includes Chief Compliance Officer Paul Staib. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Staib Financial Planning, LLC
Paul Staib
Control person · since June 2003
Besides its headquarters, Staib Financial Planning has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Staib Financial Planning, LLC
- Headquarters
- Not reported
- Website
- staibfinancialplanning.com
- Phone
- 303-887-9633
- SEC file
- 801-135285
- Structure
- Colorado LLC
- Fiscal year end
- December
Staib Financial Planning’s named custodian for separately managed accounts is Charles Schwab ($118M). Staib Financial Planning does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $118M100%
At year end, Staib Financial Planning’s separately managed accounts were mostly in funds (90%).
What the accounts hold
- Stocks5%
- Funds90%
- Cash5%
How many clients does Staib Financial Planning have?
Staib Financial Planning has 53 clients and manages $118 million for them, as of January 2026. They include 44 high-net-worth individuals and 9 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 January 2026
What services does Staib Financial Planning offer?
Staib Financial Planning provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Staib Financial Planning use?
Staib Financial Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $118M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 January 2026
How many financial advisors does Staib Financial Planning have?
Staib Financial Planning has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Staib Financial Planning invest in?
At the end of its last fiscal year, Staib Financial Planning’s separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Staib Financial Planning?
Staib Financial Planning’s direct owner is Paul Staib (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 January 2026
How does Staib Financial Planning get paid?
Staib Financial Planning is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Staib Financial Planning?
Its phone number is 303-887-9633. Its website is staibfinancialplanning.com.