# Thomas Steeley

> Thomas Steeley is a fee-only financial advisor at Steeley Advisory in Bethesda, Maryland, who holds the CFP credential. Steeley Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-steeley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Steeley Advisory
- **Based in:** Bethesda, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $23.2M across 95 accounts
- **Credentials:** CFP
- **CRD:** 2911298 (https://adviserinfo.sec.gov/individual/summary/2911298)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (1997), Series 65 (1997)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.steeleyadvisory.com

## Frequently asked questions

### Is Thomas Steeley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Steeley Advisory 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, Steeley Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Thomas Steeley based?

Thomas Steeley is based in Bethesda, Maryland.

### What credentials does Thomas Steeley hold?

Thomas Steeley holds the CFP credential.

### Is Thomas Steeley registered with the SEC?

Yes. Thomas Steeley is registered as an investment adviser representative in VA (CRD 2911298), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Steeley Advisory manage?

Steeley Advisory reports $23.2M across 95 accounts in assets under management.

### How do I contact Thomas Steeley?

Through Thomas's website, www.steeleyadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2911298): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.