Thomas Steeley
Steeley Advisory · Bethesda, Maryland
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.
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Facts
| Firm | Steeley Advisory |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $23.2M across 95 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 2911298 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.steeleyadvisory.com |
How Thomas's firm compares
- Steeley Advisory's average account is about $245,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Thomas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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
- 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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