Advisor at Stapp Wealth Management, PLLC
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Firm
Stapp Wealth Management, PLLC
Location
Olympia, WA 98502-1179
Credentials
CFP®
Industry experience
5 years
Thomas Stapp is a CFP® professional with five years of industry experience, currently serving as an advisor at Stapp Wealth Management, PLLC since 2017. Prior to his advisory role, he spent 17 years at Baylor University. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing risk-based model strategies that combine institutional funds with technical and cyclical analysis.
Based on Stapp Wealth Management, PLLC
$1 - $100,000: 1% $100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.20%
Negotiable hourly fee for financial planning services for US Military referrals
Account minimum: $500,000
1800 Cooper Point Road Sw, Bldg #10
Olympia, WA 98502-1179
Arizona · Oregon · Washington
Stapp Wealth Management, PLLC
2017 - Present (9 years)
Baylor University
2000 - 2017 (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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