Stapp Financial Planning, Pllc

Stapp Financial Planning, Pllc (CRD# 116553) is a financial advisory firm headquartered in Olympia, WA. They manage $56,885,196 in 190 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $299,396
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Stapp Financial Planning, Pllc
Showing 1 - 2 of 2 top financial advisors.
1
Gregory T. Stapp
CRD#: 2198693
1800cooper Point Road Sw, Bldg #10, Olympia, WA 98502
96
Wealthminder
score

Gregory Stapp (CRD# 2198693) is an Investment Advisor Representative working at Stapp Financial Planning, Pllc in Olympia, WA and has over 25 years of experience in the finance industry. Gregory Stapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Rebecca A. Stapp
CRD#: 6586854
1800 Cooper Point Road Sw, Bldg #10, Olympia, WA 98502
90
Wealthminder
score

Rebecca Stapp (CRD# 6586854) is an Investment Advisor Representative working at Stapp Financial Planning, Pllc in Olympia, WA and has 1 year of experience in the finance industry.

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