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Thomas Ebner

Southland Equity Partners, LLC.
38 Years of Experience
West Chester, OH
1 DisclosureSells Insurance
View SEC Summary
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Thomas Ebner is a registered investment advisor at Southland Equity Partners, LLC., based in West Chester, OH, with 38 years of industry experience. Thomas 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, Insurance Planning, and 3 more. Their firm serves 1,766 clients with $890M in assets under management.

Southland Equity Partners, LLC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,766 clients
Average Client Portfolio
$505K average
Assets Under Management
$891.5M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Southland Equity Partners charges a fee for managing investment portfolios based on a percentage of the total assets under management, billed quarterly in advance. Clients can choose between a breakpoint schedule or a tiered fee schedule, with annual rates not exceeding 2.25%. Asset-based fees are calculated using the market value of assets at the end of the previous quarter.

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Location

7182 Liberty Centre, West Chester, OH, 45069

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History

Regulatory History (1)
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Customer Dispute
May 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas provides insurance services to clients and prospects through Ebner Financial, dedicating about a quarter of his time. He also prepares taxes for select clients through Lehsnak Tax Prep and provides advisory services through Southland Equity Partners, spending about half his time on the latter.

Employment History
Current Registrations
Southland Equity Partners, LLC.
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.
November 2023 - November 2023 · 0 mos
Osaic Wealth, INC.Broker
November 2023 - November 2023 · 0 mos
Fsc Securities Corporation
February 2001 - November 2023 · 22 yrs 9 mos
Fsc Securities CorporationBroker
November 1997 - November 2023 · 26 yrs
John Hancock Distributors, INC.Broker
February 1988 - November 1997 · 9 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1988 - May 1997 · 9 yrs 3 mos
State Registrations2 states
OHTX
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.
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