TC
TC

Thomas Cooper

10 Years of Experience
Bend, OR

Thomas Cooper is a registered investment advisor at Retirement Strategy Advisors LLC, based in Bend, OR, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 12 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$150.0M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Retirement Strategy Advisors LLC
May 2026 - Present · 5 mos
Previous Registrations
Zuna, LLC
January 2023 - March 2026 · 3 yrs 2 mos
Northwest Fiduciary Consultants, LLC
February 2015 - March 2022 · 7 yrs 1 mo
State Registrations1 state
OR
Advisor

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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