Thomas Carroll is a CFP-designated registered investment advisor at Hb Wealth, based in Atlanta, GA, with 25 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, Investment Management, and 2 more. Their firm serves 5,230 clients with $26B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Location
3550 Lenox Rd, Suite 2700, Atlanta, GA, 30326
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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 an ambassador for Emory University and a leadership council member for Zoo Atlanta. He also serves on advisory boards for Charles Schwab, BYN Pershing Wealth, Ultra High Net Worth Institute, and Wake Forest University, dedicating minimal time to each.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Homrich Berg
Genspring Family Offices, LLC
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
We Family Offices
Genspring Family Offices, LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations1 state
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