Shad Thomas
Stamford Bridge Wealth Management · East Grand Rapids, Michigan
Shad Thomas is a fee-only financial advisor at Stamford Bridge Wealth Management in East Grand Rapids, Michigan, who holds the CFP credential. Stamford Bridge Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Stamford Bridge Wealth Management |
|---|---|
| Based in | East Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $19.4M across 77 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 7645948 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stamfordbridgewealth.com |
| Profile |
How Shad's firm compares
- Stamford Bridge Wealth Management's average account is about $252,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about Shad
Is Shad Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shad holds no broker registration, and Stamford Bridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shad charge for financial advice?
Shad's firm, Stamford Bridge Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Shad Thomas based?
Shad Thomas is based in East Grand Rapids, Michigan.
What credentials does Shad Thomas hold?
Shad Thomas holds the CFP credential.
Is Shad Thomas registered with the SEC?
Yes. Shad Thomas is registered as an investment adviser representative in FL, MI and TX (CRD 7645948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stamford Bridge Wealth Management manage?
Stamford Bridge Wealth Management reports $19.4M across 77 accounts in assets under management.
How do I contact Shad Thomas?
Through Shad's website, www.stamfordbridgewealth.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
- Stamford Bridge Wealth 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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