Staib Financial Planning (SFP) offers financial planning and investment management services. SFP helps clients establish financial goals and values around money. SFP provides ongoing comprehensive financial planning, investment management, financial plan creation, and hourly engagements. SFP primarily advises on investments in stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents.
Assets Under Management$120M
Clients53
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
SFP offers investment management as part of its ongoing comprehensive financial planning service. The annual fee for this service ranges from $6,500 to $25,000, paid quarterly in advance. The fee is based on the complexity of your financial situation and the scope of services provided.
Loading...