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Thomas Kidwell

Cyndeo Wealth Partners
20 Years of Experience
St. Petersburg, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Thomas Kidwell is a registered investment advisor at Cyndeo Wealth Partners, based in St. Petersburg, FL, with 20 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, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,225 clients with $3.2B in assets under management.

Cyndeo Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,225 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.30% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.

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

Location

300 1st Avenue South, 3rd Floor, St. Petersburg, FL, 33701

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History

Regulatory History (1)
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Customer Dispute
January 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas is a trustee for the Solomon Matthews Kilgore Childrens & Parents Trust since 2012, and a board member for the St. Petersburg Police Athletic League and North East Little League. Since 2020, Thomas has also been an independent licensed insurance agent selling life insurance, health insurance, and annuities.

Employment History
Current Registrations
Cyndeo Wealth Partners
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - January 2022 · 1 yr 7 mos
UBS Financial Services INC.
February 2012 - July 2020 · 8 yrs 5 mos
UBS Financial Services INC.Broker
February 2012 - July 2020 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2006 - February 2012 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2006 - February 2012 · 5 yrs 9 mos
State Registrations2 states
FLTX
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.
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