# Ted Taplett

> Ted Taplett is a fee-only financial advisor at Strategic Finance in Clackamas, Oregon. Ted focuses on retirement planning, tax planning and estate & legacy planning. Strategic Finance reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Strategic Finance
- **Based in:** Clackamas, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $3.7M across 47 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 7824309 (https://adviserinfo.sec.gov/individual/summary/7824309)
- **SEC registration:** Investment adviser representative in OR, WA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.strategicfinanceinc.com

## Frequently asked questions

### Is Ted Taplett a fee-only financial advisor?

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

### How does Ted charge for financial advice?

Ted's firm, Strategic Finance, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ted Taplett based?

Ted Taplett is based in Clackamas, Oregon.

### What does Ted specialize in?

Ted's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Ted Taplett registered with the SEC?

Yes. Ted Taplett is registered as an investment adviser representative in OR and WA (CRD 7824309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Strategic Finance manage?

Strategic Finance reports $3.7M across 47 accounts in assets under management.

### How do I contact Ted Taplett?

Through Ted's website, www.strategicfinanceinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7824309): 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://strategicfinanceinc.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.