Advisor at Stapp Wealth Management, PLLC
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Firm
Stapp Wealth Management, PLLC
Location
Olympia, WA 98502-1179
Credentials
Series 65
Industry experience
9 years
Rebecca Stapp is a Series 65-licensed financial advisor with nine years of industry experience. She has been affiliated with Stapp Wealth Management, PLLC since 1998. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing discretionary portfolios based on five risk-based model strategies that incorporate technical and cyclical analysis with occasional short-term trading.
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 98502-1179
Arizona · Oregon · Washington
Stapp Wealth Management, PLLC
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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