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Thomas Albers

Ameritas Advisory Services, LLC
53 Years of Experience
Massillon, OH
5 DisclosuresBrokerSells Insurance
View SEC Summary
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Thomas Albers is a registered investment advisor at Ameritas Advisory Services, LLC, based in Massillon, OH, with 53 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, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

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

Location

Massillon, OH

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2025
Financial
August 2018
Final
Judgment / Lien
July 2018
Judgment / Lien
January 2017
Customer Dispute
July 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas is a licensed independent insurance agent selling fixed insurance products and is the President/Owner of Total Asset Planning, dedicating a few hours per week. He is also a partner in TAP Insurance Agency and co-owner of Total Asset Planning Real Estate, LLC, spending minimal time on the latter.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
September 2003 - June 2006 · 2 yrs 9 mos
Carillon Investments, INC.Broker
August 2000 - June 2006 · 5 yrs 10 mos
1717 Capital Management CompanyBroker
August 1987 - August 2000 · 13 yrs
The Mutual Life Insurance Company of New YorkBroker
March 1973 - April 1990 · 17 yrs 1 mo
Mony Securities CORP.Broker
March 1973 - July 1987 · 14 yrs 4 mos
State Registrations10 states
AZFLILINKYMNMSNYOHWV
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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