Steven Bokoff
Thames Financial Management · Norwich, Connecticut
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.
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Specialties
Facts
| Firm | Thames Financial Management |
|---|---|
| Based in | Norwich, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $315.4M across 593 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 4650243 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.thamesct.com |
How Steven's firm compares
- Thames Financial Management's average account is about $532,000, from its Form ADV (assets managed divided by 593 accounts).
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Questions about Steven
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.
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
- Thames Financial 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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