Tara M. Capp

FRESH FORWARD

PHOENIX, AZ

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CRD#: 5396855

Professional summary

Tara Monique Capp, who also goes by Tara Monique Richards, is a registered financial advisor currently at FRESH FORWARD located in Phoenix, Arizona.

Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Tara has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tara Monique Richards

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Monique Capp's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 19, 2025 - Present

FRESH FORWARD

RIA

CRD#: 316328

PHOENIX, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/14/2015

Uniform Investment Adviser Law Examination

Current Firm

FRESH FORWARD

FRESH FORWARD | FRESH FORWARD FINANCIAL PLANNING, LLC

CRD#: 316328 / SEC#:

Arizona

Registered Investment Advisory firm - (6/19/2025 Approved)

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Contact information

Main Address

Phoenix, AZ

Mailing Address

Phone number

(623) 694-8487

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tara M. Capp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tara Monique Capp's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRESH FORWARD

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2015

Current Firm

FRESH FORWARD

Contact information

Documents

Red Flags

Company Information

FRESH FORWARD

TRUST BUT VERIFY

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