Thomas Harrington
Thomas Harrington is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Clearwater, FL, with 25 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,190 clients with $2B 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 | 1.50% |
Fees generally range from 0.20% to 1.50% annually depending on account size, complexity, and other factors. There is a minimum quarterly fee of $750 ($3,000 per year).
Fee Estimator
Location
300 Park Place Blvd., Suite 210, Clearwater, FL, 33759
Get directionsHistory
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 works as a retirement plan advisor for Provise Management Group, LLC, providing investment advisory services. This role involves client relationship management, employee education, and investment oversight and takes nearly full-time hours.
Employment History
Current Registrations
Provise Management Group, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Raymond James & Associates, INC.
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, 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.
Exams
More Advisors
- Christiana Dirks, CFPProvise Management Group, LLC
- Oscar Skjaerpe, CFPProvise Management Group, LLC
- Joseph Mcfadden, CFA, CFPProvise Management Group, LLC
- Derek Kelly, CFPProvise Management Group, LLC
- Eric Ebbert, CFPProvise Management Group, LLC
- Holly Harman, CFPProvise Management Group, LLC