Brent Thomas
Brent Thomas is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Santa Rosa, CA, with 20 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
Location
3550 Round Barn Blvd, Suite 212, Santa Rosa, CA, 95403
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Wealth Management Consultants, LLC
State Registrations2 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.
Exams
More Advisors
- Michael Indart, CFPFocus Partners Wealth, LLC
- Thelia Wade, PFSFocus Partners Wealth, LLC
- Jacarri Williams, CFP
- Christopher Arnold, CFP, ChFCLPL Financial LLC
- Erick Brown, CFPJ.P. Morgan Securities LLC
- Matthew Miller, CFPAmeriprise Financial Services, LLC