Karrie Thomas
Nautilus Financial Group · Virginia Beach, Virginia
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Nautilus Financial Group |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $65.7M across 456 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MD, NC, PA, SC, TX, VA · CRD 4434530 |
| Exams passed | Series 63 (2005) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | nautilusfingroup.com |
How Karrie's firm compares
- Nautilus Financial Group's average account is about $144,000, from its Form ADV (assets managed divided by 456 accounts).
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Questions about Karrie
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.
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
- Nautilus Financial Group 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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