Bradley Stephens
Tamalpais Asset Management · Larkspur, California
Bradley Stephens is a fee-only financial advisor at Tamalpais Asset Management in Larkspur, California. Bradley focuses on estate & legacy planning, real estate investors and small business owners. Tamalpais Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Ultra high net worth
- Real estate investors
- Divorced individuals
- Pre-retirees
Facts
| Firm | Tamalpais Asset Management |
|---|---|
| Based in | Larkspur, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $262.5M across 689 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2296026 |
| Exams passed | Series 63 (2018) · Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.tamalpaisam.com |
| Profile |
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Questions about Bradley
Is Bradley Stephens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Tamalpais Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Tamalpais Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Bradley Stephens based?
Bradley Stephens is based in Larkspur, California.
What does Bradley specialize in?
Bradley's specialties include estate & legacy planning, real estate investors and small business owners. Bradley works with tech employees, ultra high net worth, real estate investors, divorced individuals and pre-retirees.
Is Bradley Stephens registered with the SEC?
Yes. Bradley Stephens is registered as an investment adviser representative in CA (CRD 2296026), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Tamalpais Asset Management manage?
Tamalpais Asset Management reports $262.5M across 689 accounts in assets under management.
How do I contact Bradley Stephens?
Through Bradley's website, www.tamalpaisam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tamalpais Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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