Thomas O'brien
Thomas O'brien is a registered investment advisor at Tlg Advisors, INC., based in Scottsdale, AZ, 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 Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.
Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.
Location
Scottsdale, AZ
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Regulatory History (1)
Financial
December 2018Other Business ActivitiesSells Insurance
Thomas is involved in new business and relationship management, as well as insurance business with Wealthpoint, taking nearly full-time hours. He is also an IAR Rep with TLG Advisors Inc, but dedicates no time to this role.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
State Registrations5 states
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.