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CFP

Thomas Burger

Oneseven
55 Years of Experience
Beverly, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Thomas Burger is a CFP-designated registered investment advisor at Oneseven, based in Beverly, MA, with 55 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.

Oneseven
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
16,335 clients
Average Client Portfolio
$472K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.

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

Location

900 Cummings Center, Suite 201, Beverly, MA, 01915

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History

Regulatory History (1)
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
December 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas is a broker and agent for non-variable insurance sales, sometimes conducted in his own name and sometimes through his corporation, Hamilton Financial, Inc. He spends a few hours per week on this activity.

Employment History
Current Registrations
Oneseven
September 2025 - Present · 1 yr 1 mo
Fortune Financial Services, INC.
September 2025 - Present · 1 yr 1 mo
Fortune Financial Services, INC.Broker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
World Investment Advisors, LLC
July 2024 - October 2025 · 1 yr 3 mos
World Investments, INC.Broker
June 2024 - October 2025 · 1 yr 4 mos
Raymond James Financial Services Advisors, INC
March 2018 - June 2024 · 6 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2017 - June 2024 · 7 yrs 4 mos
Boston Harbor Wealth Advisors, LLC
February 2017 - October 2018 · 1 yr 8 mos
Lincoln Financial Securities Corporation
December 2010 - March 2017 · 6 yrs 3 mos
Hamilton Financial INC.
August 2004 - March 2011 · 6 yrs 7 mos
Lincoln Financial Securities CorporationBroker
May 1981 - March 2017 · 35 yrs 10 mos
Equity Services, INC.Broker
July 1971 - April 1981 · 9 yrs 9 mos
State Registrations8 states
AZCTFLMAMENHNMVT
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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