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CFP
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CFP

Thomas Tolleson

Perigon Wealth Management, LLC
38 Years of Experience
Atlanta, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Thomas Tolleson is a CFP-designated registered investment advisor at Perigon Wealth Management, LLC, based in Atlanta, GA, with 38 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,664 clients with $11B in assets under management.

Perigon Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
5,664 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees range from 0.20% to 2.00% annually depending on complexity, asset levels, and overall relationship. Fees are generally discounted for clients selecting investment management services only compared to comprehensive wealth management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1776 Peachtree Street NW, Suite 620S, Atlanta, GA, 30309

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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.

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Other Business ActivitiesSells Insurance

Thomas is a licensed insurance agent since 1991, sourcing insurance products for clients, and spends about 90% of his time as an investment advisor representative. He also dedicates minimal time to various board and ownership positions, including a non-profit ministry and several partnerships.

Employment History
Current Registrations
Perigon Wealth Management, LLC
October 2022 - Present · 4 yrs
Purshe Kaplan Sterling Investments
September 2022 - Present · 4 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Catalyst Wealth Management
April 2018 - September 2022 · 4 yrs 5 mos
Kalos Management
February 2018 - July 2018 · 5 mos
Kalos Capital, INC.Broker
February 2018 - September 2022 · 4 yrs 7 mos
The Strategic Financial Alliance
April 2012 - February 2018 · 5 yrs 10 mos
The Strategic Financial Alliance, INC.Broker
March 2012 - February 2018 · 5 yrs 11 mos
Sanders Morris Harris INC.
June 2006 - April 2012 · 5 yrs 10 mos
Sanders Morris Harris INC.Broker
July 2004 - April 2012 · 7 yrs 9 mos
Smh Capital Advisors, INC.
July 2004 - December 2006 · 2 yrs 5 mos
Multi-Financial Securities Corporation
January 2004 - August 2004 · 7 mos
Multi-Financial Securities CorporationBroker
January 2004 - August 2004 · 7 mos
Ifg Advisory Services INC
April 2003 - January 2004 · 9 mos
Ifg Network Securities, INC.Broker
June 1992 - January 2004 · 11 yrs 7 mos
New England SecuritiesBroker
February 1991 - July 1998 · 7 yrs 5 mos
Monarch Securities, INC.Broker
April 1990 - March 1991 · 11 mos
Keogler, Morgan & Company, INC.Broker
January 1990 - April 1990 · 3 mos
Vsr Financial Services, INC.Broker
February 1986 - January 1988 · 1 yr 11 mos
State Registrations15 states
ALAZCACOCTFLGAIAINNCOKPASCTNTX
AdvisorBrokerBoth

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.
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