Stapleton Financial Group fees and pricing

Financial planner in Billings, Montana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 16, 2026, Stapleton Financial Group charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Fees for financial planning services are based on a rate of $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“In certain circumstances, fees may be negotiable.”
“Stapleton Financial Group fees are paid quarterly in advance, with payment due within 10 days from the date of the invoice.”
“Fees for partial quarters at the commencement or termination of our agreement will be billed or refunded on a pro-rated basis contingent on the number of days the account was open during the quarter.”

Its hourly rate of $250 is below the Montana median of $300. 30% of the 20 other Montana planners that publish an hourly rate charge less.
2 of the 4 other planners in Billings that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.2% a year
Clients: 66
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $15,800,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 284716
Phone: (406) 655-3800

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.