Justin Matthew Thomas
JT
CFP
Justin Matthew Thomas
JT
CFP

Justin Thomas

18 Years of Experience
Reno, NV

Justin Thomas is a CFP-designated registered investment advisor at Tci Wealth Advisors, INC., based in Reno, NV, with 18 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 3,268 clients with $5.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $10.0M0.40%
$10.0M - $20.0M0.30%
$20M+0.25%

New clients with $2 million or more pay a $12,000 annual retainer plus the tiered percentage rates shown above. Legacy clients follow a separate tiered schedule (1.00% up to $2M, 0.75% for the next $3M, and 0.50% over $5M). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4757 Caughlin Parkway, Suite B, Reno, NV, 89519

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tci Wealth Advisors, INC.
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
First Command Financial Planning, INC.
February 2007 - February 2010 · 3 yrs
State Registrations3 states
AZCANV
Advisor

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Exams
No exam information available for this advisor.
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