STAIB FINANCIAL PLANNING, LLC

STAIB FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 125706). Regulatory assets under management: $118.0M.

Registration

• CRD: 125706
• SEC file number: 801-135285
• Type: Registered investment adviser
• Phone: 303-887-9633
• Latest filing: 2026-01-06
• Regulatory AUM: $118.0M
• Discretionary AUM: $118.0M
• Clients: 1
• Accounts: 275

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125706 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search