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Thomas Guyett

24 Years of Experience
St. Charles, IL

Thomas Guyett is a registered investment advisor at Cantlon Financial Planning LLC, based in St. Charles, IL, with 24 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 99 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
99 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$125.1M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$1,600
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.80%

Clients in good standing as of January 1, 2001 pay an annual fee of 0.65%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

41W 671 Burlington Road, St. Charles, IL, 60177

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cantlon Financial Planning LLC
July 2001 - Present · 24 yrs 9 mos
State Registrations1 state
IL
Advisor

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.