Thomas Stapp
Stapp Financial · Olympia, Washington
Thomas Stapp is a fee-only financial advisor at Stapp Financial in Olympia, Washington, who holds the CFP credential. Thomas focuses on retirement planning, tax planning and divorce financial planning. Stapp Financial reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Stapp Financial |
|---|---|
| Based in | Olympia, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $145.1M across 215 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, OR, WA · CRD 7257758 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stappfinancial.com |
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Questions about Thomas
Is Thomas Stapp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Stapp Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Stapp Financial, reports charging a percentage of assets on its SEC Form ADV.
How much does Thomas charge?
According to Stapp Financial's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Thomas Stapp based?
Thomas Stapp is based in Olympia, Washington.
What does Thomas specialize in?
Thomas's specialties include retirement planning, tax planning, divorce financial planning and small business owners. Thomas works with retirees and pre-retirees.
What credentials does Thomas Stapp hold?
Thomas Stapp holds the CFP credential.
Is Thomas Stapp registered with the SEC?
Yes. Thomas Stapp is registered as an investment adviser representative in AZ, OR and WA (CRD 7257758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stapp Financial manage?
Stapp Financial reports $145.1M across 215 accounts in assets under management.
How do I contact Thomas Stapp?
Through Thomas's website, www.stappfinancial.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
- Stapp Financial 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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