Staib Financial Planning, LLC
● SEC registered since 2026CRD 125706SEC# 801-135285
Reg. AUM
$118M
Employees
1
Accounts
275
Location
—
Staib Financial Planning, LLC assets under management
Staib Financial Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $118 million in regulatory assets under management and employs 1 people.
Staib Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul F Staib Control | Principal & Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Staib Financial Planning, LLC manage?
Staib Financial Planning, LLC reports $118 million in regulatory assets under management on its Form ADV.
How many employees does Staib Financial Planning, LLC have?
Staib Financial Planning, LLC reports 1 employees.
Does Staib Financial Planning, LLC disclose fund performance?
Staib Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 303-887-9633 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$118Mregulatory AUM
Discretionary $118M