# Staib Financial Planning, LLC

> Staib Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 125706
- Filed as: STAIB FINANCIAL PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125706
- AdvisorCensus page: https://advisorcensus.com/firm/staib-financial-planning-llc-125706

## Quick answers

**How is Staib Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Staib Financial Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**How much does Staib Financial Planning, LLC charge?**
Its Form ADV Part 2A brochure dated January 6, 2026 states: Subscription: $6,500 to $25,000 a year (Ongoing Comprehensive Financial Planning & Investment Management); Flat fee: $4,000 to $8,000 (creation of a financial plan); Hourly rate: $500 an hour (Hourly Financial Planning engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Staib Financial Planning, LLC registered with the SEC or a state?**
Staib Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 125706.

**How much does Staib Financial Planning, LLC manage?**
Staib Financial Planning, LLC reports $118,021,052 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Staib Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (9).

**Which custodians does Staib Financial Planning, LLC use?**
Staib Financial Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Staib Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125706

**Does Staib Financial Planning, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 6, 2026 says: "We do not have minimum income, asset, or net worth requirements for becoming a Client."

**What changed in Staib Financial Planning, LLC's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 6, 2026)

- Account minimum: None

> We do not have minimum income, asset, or net worth requirements for becoming a Client.

- Subscription: $6,500 to $25,000 a year (Ongoing Comprehensive Financial Planning & Investment Management)

> Our fee is based on a flat fee ranging from $6,500 to $25,000 annually.

- Flat fee: $4,000 to $8,000 (creation of a financial plan)

> The flat fee for the creation of a financial plan is typically $4,000 to $8,000, depending upon the complexity of Client’s financial profile,

- Hourly rate: $500 an hour (Hourly Financial Planning engagements)

> Hourly Financial Planning engagements are offered at a rate of $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $118,021,052
- Discretionary: $118,021,052
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $6,613,560 |
| High net worth individuals | 44 | $111,407,492 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- staibfinancialplanning.com
- Facebook @Staib-Financial-Planning-LLC-221165631301677
- LinkedIn @paul-staib-cfp®-mba-ricp®-b72968
- X @staibfp
- YouTube @UCAAyliaYdTsYetjxsSd7XTg

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Staib Financial Planning, LLC (CRD 125706): Form ADV filing data as of October 2026.