Thomas Kozelka is a registered investment advisor at Adapt Wealth Advisors, LLC, based in Atlanta, GA, with 28 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, Investment Management, and 2 more. Their firm serves 463 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adapt Wealth Advisors charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The maximum fee is 2% per year. The fee is calculated based on the average daily value of your investments and is paid after the end of each month.
Location
6285 Barfield Rd., Suite 250, Atlanta, GA, 30328
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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 →Employment History
Current Registrations
Adapt Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Janus Henderson Distributors US LLCBroker
Dreyfus Service CorporationBroker
Blackrock Investments, INC.Broker
Seligman Advisors, INC.Broker
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.