Overview
Assets Under Management: $118 million
High-Net-Worth Clients: 44
Average Client Assets: $3 million
Frequently Asked Questions
STAIB FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125706), STAIB FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
STAIB FINANCIAL PLANNING, LLC serves 44 high-net-worth clients according to their SEC filing dated January 06, 2026. View client details ↓
According to their SEC Form ADV, STAIB FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
STAIB FINANCIAL PLANNING, LLC manages $118 million in client assets according to their SEC filing dated January 06, 2026.
According to their SEC Form ADV, STAIB FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 275
Discretionary Accounts: 275
Regulatory Filings
CRD Number: 125706
Filing ID: 2037516
Last Filing Date: 2026-01-06 21:52:37