Thomas Moore is a CFP-designated registered investment advisor at Kcpag Financial Advisors LLC, based in Robinson, IL, with 31 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 405 clients with $23M 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 $250K | 1.00% |
| $250K - $750K | 0.90% |
| $750K - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable based on client type, complexity, and total assets. Other third-party program schedules apply for Symmetry, Bellatore, and American Funds.
Fee Estimator
Location
1619 W Main Street, Robinson, IL, 62454
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 Activities
Thomas is a partner in 1619 Properties LLC, a commercial rental real estate business, since 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
Kcpag Financial Advisors LLC
Previous Registrations
Securities America, INC.Broker
Kcpag Brokerage LLCBroker
Cap Pro Brokerage Services, INC.Broker
Proequities, INC.Broker
Hochman & Baker Securities, INC.Broker
State Registrations13 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
- Stewart Schutte, CFPLPL Financial LLC
- Bryce Fitch, CFPEdward Jones