# Steven Bokoff

> Steven Bokoff is a fee-only financial advisor at Thames Financial Management in Norwich, Connecticut, who holds the CFP credential. Steven focuses on retirement planning and family wealth transfer. Thames Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Thames Financial Management
- **Based in:** Norwich, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $315.4M across 593 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer
- **CRD:** 4650243 (https://adviserinfo.sec.gov/individual/summary/4650243)
- **SEC registration:** Investment adviser representative in CT
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.thamesct.com/

## Frequently asked questions

### Is Steven Bokoff a fee-only financial advisor?

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

### How does Steven charge for financial advice?

Steven's firm, Thames Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Steven Bokoff based?

Steven Bokoff is based in Norwich, Connecticut.

### What does Steven specialize in?

Steven's specialties include retirement planning and family wealth transfer.

### What credentials does Steven Bokoff hold?

Steven Bokoff holds the CFP credential.

### Is Steven Bokoff registered with the SEC?

Yes. Steven Bokoff is registered as an investment adviser representative in CT (CRD 4650243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Thames Financial Management manage?

Thames Financial Management reports $315.4M across 593 accounts in assets under management.

### How do I contact Steven Bokoff?

Through Steven's website, www.thamesct.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4650243): 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.thamesct.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.