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CFP
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CFP

Thomas Pendleton

Generational Financial Partners, LLC
15 Years of Experience
Atlanta, GA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Thomas Pendleton is a CFP-designated registered investment advisor at Generational Financial Partners, LLC, based in Atlanta, GA, with 15 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, High Net Worth, Investment Management, Retirement Planning.

Generational Financial Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are charged monthly in advance, based on asset size and complexity. Annual fees have a maximum of 1.75% and are negotiable. Consulting services are generally included in asset management fees unless a separate planning agreement is required.

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

Location

3365 Piedmont Road Ne, Suite 1400, Atlanta, GA, 30305

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2023
Settled
Employment Separation After Allegations
April 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Thomas owns rental properties through KNP Holdings, LLC, and is involved with St. Luke United Methodist Church and St. Luke School. He also brokers various insurance products and operates under Hudson Pendleton Financial Group, LLC and Generational Financial Partners LLC to sell New York Life products and broker non-registered insurance products, dedicating minimal time to each activity.

Employment History
Current Registrations
Generational Financial Partners, LLC
August 2026 - Present · 2 mos
Previous Registrations
Eagle Strategies LLC
December 2015 - August 2026 · 10 yrs 8 mos
Nylife Securities LLCBroker
September 2015 - August 2026 · 10 yrs 11 mos
Park Avenue Securities LLC
August 2014 - August 2015 · 1 yr
Park Avenue Securities LLCBroker
May 2014 - August 2015 · 1 yr 3 mos
Wells Fargo Advisors, LLCBroker
July 2007 - May 2010 · 2 yrs 10 mos
State Registrations1 state
GA
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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