Thomas Cloud
Thomas Cloud is a CFP, ChFC-designated registered investment advisor at Third Act Retirement Planning, INC., based in Woodstock, GA, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Middle Income, and 2 more. Their firm serves 50 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
General minimum account size is $500,000, which may be waived or lowered at the firm's discretion. Billed quarterly in arrears. An administrative fee of $5 per quarter also applies.
Fee Estimator
Contact
Thomas Cloud
Location
3380 Trickum Road, Building 1100, Woodstock, GA, 30062
Get directionsHistory
Regulatory History (7)
Regulatory
February 2005Investigation
November 2004Civil
October 2001Customer Dispute
July 2001Regulatory
July 2001Criminal
January 1997Criminal
August 1993Employment History
Current Registrations
Third Act Retirement Planning, INC.
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.
Exams
Additional Information
We specialize in serving clients who are planning for retirement in the next 5 years or are already retired and want to transition into it in excellent health and a commitment to and relationship with the Lord so that it can be the best phase of their lives.
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