Thomas Hatfield
Thomas Hatfield is a CFP-designated registered investment advisor at Family Freedom Wealth Management, LLC, based in Addison, TX, with 56 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1 clients with $1.5K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable based on historical relationships, asset types, account composition, and expected future assets.
Fee Estimator
Location
16475 Dallas Parkway, Suite 835, Addison, TX, 75001
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas operates Hatfield Financial and works as an insurance agent, selling life insurance since 1997. This activity takes nearly full-time hours.
Employment History
Current Registrations
Family Freedom Wealth Management, LLC
Previous Registrations
Spectrum Wealth Management, LLC
First Financial Coaching, INC.
Triad Advisors, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Uslife Equity Sales CORP.Broker
Uslife Equity Sales CORPBroker
Independent Securities CorporationBroker
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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