Ted Taplett
Strategic Finance · Clackamas, Oregon
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.
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Specialties
Facts
| Firm | Strategic Finance |
|---|---|
| Based in | Clackamas, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.7M across 47 accounts |
| SEC registration | Investment adviser representative in OR, WA · CRD 7824309 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.strategicfinanceinc.com |
How Ted's firm compares
- Strategic Finance's average account is about $79,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about Ted
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.
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
- Strategic Finance 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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