About STAGNER FINANCIAL ADVISORY
STAGNER FINANCIAL ADVISORY is a leading financial services firm that provides expert guidance and advice to individuals and businesses. With a team of experienced financial professionals and in-depth knowledge of the industry, STAGNER FINANCIAL ADVISORY is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Empowers clients to make informed decisions about their finances
- Customizes strategies to fit individual needs and goals
- Offers a wide range of financial services
- Caters to various types of clients
- Operates with transparency and integrity
Facts and Insights
Founded in 2005, STAGNER FINANCIAL ADVISORY has over 15 years of experience in the financial services industry. With this extensive knowledge and expertise, the firm is able to provide clients with valuable insights and strategies to achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
These numbers reflect STAGNER FINANCIAL ADVISORY’s commitment to providing personalized attention to each client. With a relatively small team, the firm is able to focus on building strong relationships and creating customized strategies for each client’s unique needs.
Financial Services Offered
- Investment planning and management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
By offering a comprehensive range of financial services, STAGNER FINANCIAL ADVISORY is able to assist clients in all aspects of their financial lives. This integrated approach helps clients achieve a holistic understanding of their finances and make well-informed decisions.
Client Types
STAGNER FINANCIAL ADVISORY serves a diverse range of clients, including:
- Individuals
- High net worth individuals
- Business owners
- Corporations and organizations
- Retirees
By catering to various types of clients, the firm is able to provide tailored strategies and solutions to fit each client’s unique financial situation and goals.
Fees & Compensation
STAGNER FINANCIAL ADVISORY operates on a fee-based model, meaning that fees are based on a percentage of the client’s assets under management. This ensures that the firm’s incentives align with the client’s goals and encourages long-term success.
In addition, the firm is committed to transparency and will always disclose any fees and compensation received for their services.
Background
STAGNER FINANCIAL ADVISORY was founded by John Stagner, a highly experienced financial advisor with over 25 years of experience in the industry. Along with a team of dedicated and knowledgeable professionals, Stagner leads the firm in providing top-quality financial services to clients.
Financial Advisor Disclosures to Know
- Registered Investment Advisor (RIA)
- Fiduciary duty to act in the best interest of clients
- No disciplinary actions on record
A Registered Investment Advisor (RIA), STAGNER FINANCIAL ADVISORY holds a fiduciary duty to always act in the best interest of their clients. This means that the firm must prioritize the client’s needs above their own, ensuring trust and transparency in all services provided.