Thomas Biegel is a registered investment advisor at Black Brook Financial Planning, based in Gorham, ME, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 38 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.20% |
| $20M+ | 0.20% |
A lower fee is negotiated for amounts in excess of $20M.
Fee Estimator
Location
Gorham, ME
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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.
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Thomas is the CFO of Shaw Brothers Construction, Inc., a sitework construction firm, a role he has held since 1988. He currently works there about 10-20% of the time and plans to phase out of this role as his investment management business grows.
Employment History
Current Registrations
Black Brook Financial Planning
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.