Thomas Smith
Thomas Smith is a registered investment advisor at VALIC Financial Advisors, INC., based in Macon, GA, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
125 Plantation Centre Drive, Suite 200, Macon, GA, 31210
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2020Customer Dispute
April 2010Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Thomas is a member of the Audio and Visual Ministry, a wedding director, and a part owner of a rental property. He also sells non-securities insurance products for AGIA, dedicating a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
PFS Investments INC.Broker
State Registrations8 states
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.