# Karrie Thomas

> Karrie Thomas is a fee-only financial advisor at Nautilus Financial Group in Virginia Beach, Virginia, who holds the CFP credential. Karrie charges hourly fees and focuses on retirement planning.

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

## Facts

- **Firm:** Nautilus Financial Group
- **Based in:** Virginia Beach, Virginia
- **Fee model:** Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $65.7M across 456 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 4434530 (https://adviserinfo.sec.gov/individual/summary/4434530)
- **SEC registration:** Investment adviser representative in FL, MD, NC, PA, SC, TX, VA
- **Exams passed:** Series 63 (2005), Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://nautilusfingroup.com

## Frequently asked questions

### Is Karrie Thomas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Karrie holds no broker registration, and Nautilus Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Karrie charge for financial advice?

Karrie charges hourly fees.

### Where is Karrie Thomas based?

Karrie Thomas is based in Virginia Beach, Virginia.

### What does Karrie specialize in?

Karrie's specialties include retirement planning. Karrie works with retirees.

### What credentials does Karrie Thomas hold?

Karrie Thomas holds the CFP credential.

### Is Karrie Thomas registered with the SEC?

Yes. Karrie Thomas is registered as an investment adviser representative in FL, MD, NC, PA, SC, TX and VA (CRD 4434530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nautilus Financial Group manage?

Nautilus Financial Group reports $65.7M across 456 accounts in assets under management.

### How do I contact Karrie Thomas?

Through Karrie's website, nautilusfingroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4434530): 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://www.nautilusfingroup.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.
