Craig Lappen
Twenty-First Century Financial Advisors · Stuart, Florida
Craig Lappen is a fee-only financial advisor at Twenty-First Century Financial Advisors in Stuart, Florida, who holds the CFP credential. Twenty-First Century Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Twenty-First Century Financial Advisors |
|---|---|
| Based in | Stuart, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $67.6M across 39 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, FL · CRD 1726355 |
| Exams passed | Series 63 (1990) · Series 65 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Craig's firm compares
- Twenty-First Century Financial Advisors's average account is about $1.7 million, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Craig
Is Craig Lappen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Twenty-First Century Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Twenty-First Century Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Craig Lappen based?
Craig Lappen is based in Stuart, Florida.
What credentials does Craig Lappen hold?
Craig Lappen holds the CFP credential.
Is Craig Lappen registered with the SEC?
Yes. Craig Lappen is registered as an investment adviser representative in CT and FL (CRD 1726355), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Twenty-First Century Financial Advisors manage?
Twenty-First Century Financial Advisors reports $67.6M across 39 accounts in assets under management.
How do I contact Craig Lappen?
Contact details aren't on file yet. Search for Twenty-First Century Financial Advisors.
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
- 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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