Craig Stapleton-Corcoran
Stapleton Asset Management · Franklin, Tennessee
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.
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Specialties
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 |
| Assets under management | $31.1M across 70 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in IL, MN, TN · CRD 6924625 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stapletonam.com |
How Craig's firm compares
- Stapleton Asset Management's average account is about $444,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Craig
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.
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
- Stapleton 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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