Staib Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 6, 2026, reports $118M in regulatory assets under management, 1 employee, and 275 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.0% of total clients.
Top client categories% of clientsClients
1
HNWI
83.0%
44
2
Individuals
17.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of January 6, 2026
Discretionary100.0%
$118M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$118M
Total Accounts275
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee53:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.