TF
TF

Thomas Fox

8 Years of Experience
Eden Prairie, MN

Thomas Fox is a registered investment advisor at Waterstreet Asset Management LLC, based in Eden Prairie, MN, with 8 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Annual Retainer:$999/year
Loading...

Location

6640 Shady Oak, Eden Prairie, MN, 55344

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Thomas is the owner of Waterstreet Asset Management, an independent registered investment advisor, though it is used in name only. He also serves as a director for Hope of Glory Ministries and an officer for Capital Consulting Group, Inc., dedicating about a quarter of his time to each.

Employment History
Current Registrations
Waterstreet Asset Management LLC
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Next Financial Group, INC.
March 2019 - July 2025 · 6 yrs 4 mos
Waterstreet Asset Management LLC
September 2017 - December 2020 · 3 yrs 3 mos
Great Lakes & Atlantic Wealth Management and Advisory Partners
July 2017 - October 2017 · 3 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Fox - Financial Advisor | TrueAdvisor