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Thomas Courtright

Gladstone Wealth Partners
23 Years of Experience
Hackettstown, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Thomas Courtright is a CFP-designated registered investment advisor at Gladstone Wealth Partners, based in Hackettstown, NJ, with 23 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 Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

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

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

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

Location

1 Edgeview Drive, Suite 4B, Hackettstown, NJ, 07840

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History

Regulatory History (2)
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
October 2015
Denied
Customer Dispute
November 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas sells non-variable insurance products including life, long-term care, and disability insurance, dedicating minimal time to this. He also provides investment advisory services through Gladstone Wealth Group and Gladstone Institutional Advisory, spending nearly full-time hours on these activities.

Employment History
Current Registrations
Gladstone Wealth Partners
December 2016 - Present · 9 yrs 10 mos
LPL Financial LLCBroker
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
PNC InvestmentsBroker
March 2006 - December 2016 · 10 yrs 9 mos
PNC Investments
March 2006 - December 2016 · 10 yrs 9 mos
Genworth Financial Advisers Corporation
October 2005 - March 2006 · 5 mos
Genworth Financial Securities CorporationBroker
October 2005 - December 2005 · 2 mos
C.J.M. Asset Management, LLC
August 2004 - October 2005 · 1 yr 2 mos
C. J. M. Planning CORP.Broker
August 2004 - October 2005 · 1 yr 2 mos
AXA Advisors, LLC
July 2003 - August 2004 · 1 yr 1 mo
AXA Advisors, LLCBroker
May 2003 - August 2004 · 1 yr 3 mos
State Registrations5 states
FLNJNYPATN
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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