Thomas Criste is a registered investment advisor at Aspire Financial, INC., based in Ebensburg, PA, with 32 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 209 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The fee is 2.00% annually, calculated and due quarterly in arrears, and is negotiable based on total household assets invested.
Fee Estimator
Location
510 East High Street, Ebensburg, PA, 15931
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an owner and accountant at Long, Mulhearn & Criste P.C., dedicating about half his time to this role since 1992. He also owns Aspire Financial, Inc. as an investment advisor, spending about 10-20% of his time on this activity since 2012.
Employment History
Current Registrations
Aspire Financial, INC.
Fund Investors, INC.Broker
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.
Exams
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