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Thomas Scarbrough

Strategic Advisers LLC
28 Years of Experience
Austin, TX
2 DisclosuresBroker
View SEC Summary
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Thomas Scarbrough is a registered investment advisor at Strategic Advisers LLC, based in Austin, TX, with 28 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11501 Alterra Pkwy, Ste 115 & 550, Austin, TX, 78758-3201

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2003
Closed-No Action
Customer Dispute
March 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
March 2006 - Present · 20 yrs 7 mos
Fidelity Brokerage Services LLC
March 2006 - Present · 20 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
July 2007 - July 2018 · 11 yrs
Dreyfus Service Corporation
May 2005 - January 2006 · 8 mos
Dreyfus Service CorporationBroker
November 2004 - January 2006 · 1 yr 2 mos
Sterne, Agee & Leach, INC.Broker
March 2004 - August 2004 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 1999 - October 2002 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1998 - October 2002 · 4 yrs 8 mos
D. H. Blair & CO., INC.Broker
January 1996 - January 1998 · 2 yrs
State Registrations30 states
ALARAZCACOCTFLGAIAIDILMAMDMIMNMONCNENJNMNYOHOKORPATNTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Thomas Scarbrough - Financial Advisor | TrueAdvisor