Thomas Lynch
Thomas Lynch is a CFP, ChFC-designated registered investment advisor at Holistic Wealth Advisors, based in Clifton Park, NY, with 16 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 656 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50% for advisor-managed non-wrap accounts. Fees are negotiable.
Fee Estimator
Location
5 Southside Drive, Suite 204, Clifton Park, NY, 12065
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 is affiliated with National Life Group and Advisors Insurance Brokers, selling non-variable insurance products, dedicating a few hours per week to each. He also operates Holistic Wealth Advisors as a DBA for his LPL business, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Holistic Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations11 states
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
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