Thomas Schwab is a CFP-designated registered investment advisor at T.C. Schwab Financial Planning, LLC, based in Santa Fe, NM, with 19 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, High Net Worth, and 3 more. Their firm serves 27 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly consultations and financial planning — $275 per hour plus New Mexico gross receipts tax, covering meetings, phone calls, email correspondence, research, analysis, and the preparation of financial advice.
Location
Santa Fe, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
T.C. Schwab Financial Planning, LLC
Previous Registrations
T.C. Schwab Financial Planning, LLC
State Registrations1 state
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Exams
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