Thomas Muir is a CFP, PFS-designated registered investment advisor at Cultivar Capital, INC., based in Denton, TX, with 27 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 372 clients with $380M 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 $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are blended and billed quarterly in advance. Fees may be negotiable based on account size, referral potential, and relationship costs. Related accounts may be grouped together for householding.
Fee Estimator
Location
421 E. Hickory St., Ste. 103, Denton, TX, 76201
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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 →Other Business Activities
Thomas is a self-employed CPA since 1994, spending minimal time preparing income tax returns. He also has interests in family cattle and grain operations, residential and commercial real estate, and serves as the Mayor of Sanger, Texas, dedicating a few hours per week to this role.
Employment History
Current Registrations
Cultivar Capital, INC.
Previous Registrations
Rench & Muir Financial Advisors 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
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