Advisor at Stapp Wealth Management, PLLC
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Firm
Stapp Wealth Management, PLLC
Location
Olympia, WA 98502
Credentials
CFP®, PFS™, Series 63, Series 65
Industry experience
27 years
Gregory Stapp is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with Stapp Wealth Management, PLLC since 1998, where he is one of three advisors at the firm. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm combines discretionary portfolios based on risk-based models with integrated tax preparation and planning, utilizing a blend of technical and cyclical analysis alongside traditional research.
Based on Stapp Wealth Management, PLLC
$1 - $100,000: 1% $100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.20%
Negotiable hourly fee for financial planning services for US Military referrals
Account minimum: $500,000
1800 Cooper Point Road Sw, Bldg #10
Olympia, WA 98502
Arizona · Oregon · Washington
Stapp Wealth Management, PLLC
1998 - Present (28 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Olympia, WA
Cruz Wealth Management, LLC
CFP®, Series 63, Series 65
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Wilhelm Financial Services, PLLC
Series 63, Series 65
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Cooper Point Advisors LLC
ChFC®, Series 63
Lacey, WA
Quantum Solutions, Inc.
CFP®, Series 63, Series 66
Tenino, WA
Advitica Financial Planning LLC
Series 63, Series 65
Olympia, WA
Van Hubly Investments LLC
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