Thomas Berry
Thomas Berry is a registered investment advisor at Pacific Wealth Advisors, based in Campbell, CA, with 23 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at a maximum of $400 per hour, as negotiated.
- Flat fees for financial planning range from $0 to $25,000, depending on the complexity of the plan.
Location
Campbell, CA
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 is an investment advisor representative (IAR) with Pacific Wealth Advisors since 2008, dedicating minimal time. He also owns rental real estate and operates Pacific Benefits Advisors and Pacific Wealth Advisors as non-variable insurance DBAs, selling various insurance products and pension plans, spending minimal time on each.
Employment History
Current Registrations
Pacific Wealth Advisors
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Charles Schwab & CO., INC.Broker
State Registrations19 states
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