Thomas Villeneuve
Thomas Villeneuve is a registered investment advisor at Monadnock Retirement Solutions, LLC, based in Hancock, NH, with 18 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 30 clients with $9.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monadnock Retirement Solutions charges an annual management fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.30% to 1.00%. This fee is negotiable. The fee is collected by the Third-Party Adviser based on their fee schedule and then paid to Monadnock Retirement Solutions. This fee is separate from the Third-Party Adviser’s fee and does not include brokerage commissions, transaction fees, and other related costs and expenses.
Location
Hancock, NH
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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 is an independent, licensed life and health insurance agent, dedicating about 10% of his time to this activity. He also works as a part-time instructor providing basic financial education, spending minimal time on this endeavor.
Employment History
Current Registrations
Monadnock Retirement Solutions, LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Nylife Securities LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.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.