# Craig Stapleton-Corcoran

> Craig Stapleton-Corcoran is a fee-only financial advisor at Stapleton Asset Management in Franklin, Tennessee, who holds the CFP and CFA credentials. Craig focuses on retirement planning. Stapleton Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/craig-stapleton-corcoran/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stapleton Asset Management
- **Based in:** Franklin, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $31.1M across 70 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning
- **CRD:** 6924625 (https://adviserinfo.sec.gov/individual/summary/6924625)
- **SEC registration:** Investment adviser representative in IL, MN, TN
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.stapletonam.com

## Frequently asked questions

### Is Craig Stapleton-Corcoran a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Stapleton Asset Management 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, Stapleton Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Craig Stapleton-Corcoran based?

Craig Stapleton-Corcoran is based in Franklin, Tennessee.

### What does Craig specialize in?

Craig's specialties include retirement planning.

### What credentials does Craig Stapleton-Corcoran hold?

Craig Stapleton-Corcoran holds the CFP and CFA credentials.

### Is Craig Stapleton-Corcoran registered with the SEC?

Yes. Craig Stapleton-Corcoran is registered as an investment adviser representative in IL, MN and TN (CRD 6924625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stapleton Asset Management manage?

Stapleton Asset Management reports $31.1M across 70 accounts in assets under management.

### How do I contact Craig Stapleton-Corcoran?

Through Craig's website, www.stapletonam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6924625): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stapletonam.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.