Fee-only adviser · Olympia, WA
Stapp Wealth Management, PLLC
Stapp Wealth Management, PLLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Olympia, Washington. On its latest Form ADV, filed June 4, 2026, it reports $145M in regulatory assets under management, 215 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 116553 · SEC file 801-123102 |
| Office | 1800 Cooper Point Road SW Bldg #10 Olympia, WA 98502 |
| Phone | (360) 754-8895 |
| Website | www.stappfinancial.com |
| Regulatory assets under management | $145M ($144M discretionary) |
| Individual clients | 180 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Olympia
- Soundview Advisors $387M
- Prentice Financial Planning, LLC $97M
- Byrne & Company Wealth Management, LLC $143M
- Sawston Wealth Management LLC $45M
- GK Capital Partners $77M
See all 6 fee-only advisers in Olympia →
Nearby
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- Lacey 2 firms
- Fox Island 1 firm
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- Tacoma 10 firms
- Puyallup 3 firms
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