Thomas Deppe is a registered investment advisor at Coast Advisory LLC, based in East Troy, WI, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be reduced at Coast Advisory's discretion based on various factors.
Fee Estimator
Location
2100 Church St.,, Suite 200, East Troy, WI, 53120
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas works as an insurance agent and provides tax preparation services through Breakthru Financial Services LLC. This activity takes about 10-20% of his time and is investment-related.
Employment History
Current Registrations
Coast Advisory LLC
Previous Registrations
Breakthru Advisory Services, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Freedom Investors CORP.Broker
State Registrations1 state
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.