Staib Financial Planning, LLC

Overview

Staib Financial Planning, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm charges clients on hourly and fixed-fee bases rather than asset-based ongoing advisory fees, which aligns with a planning-first, relationship-driven model. Investment activity concentrates on pooled public vehicles — mutual funds and similar public funds — as the primary building blocks for client portfolios, with discretionary management across the firm’s accounts. The firm does not characterize itself as an ESG investor and is not set up as a capital allocator; when it uses alternatives, those allocations are made to third-party managers rather than internally sourced private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices