Thomas Kilgallen is a CFP-designated registered investment advisor at Fair Weather Strategies LLC, based in Andover, MA, with 13 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, Divorce Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 51 clients with $28M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Cash Management accounts (invested only in cash and equivalents) are billed at a lower rate, calculated as 0.30% of the standard fee.
Fee Estimator
Location
Andover, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas works as an IT data consultant for JVT Advisors since 2017, spending about 120 hours per month on data analysis and creating metrics reports. Approximately 80 of those hours occur during securities trading hours.
Employment History
Current Registrations
Fair Weather Strategies LLC
State Registrations2 states
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