Gary Thomas
Gary Thomas is a CFP-designated registered investment advisor at Turner Financial Group, INC., based in San Rafael, CA, with 40 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 528 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.75% |
These fees apply to legacy, grandfathered, and select DBA accounts. Fees are negotiable and may not exceed 2% annually for other accounts.
Fee Estimator
Location
4040 Civic Center Drive, Suite 200, San Rafael, CA, 94903
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Gary is an independent insurance agent. He dedicates a few hours per week to this activity during normal trading hours.
Employment History
Current Registrations
Turner Financial Group, INC.
Previous Registrations
Claraphi Advisory Network, LLC
Resource Investment Architects, INC.
Investment Architects, INC.Broker
U.S. Advisors, INC.Broker
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
State Registrations1 state
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.