Thomas Blackburn is a CFP, PFS-designated registered investment advisor at Mason & Associates, LLC, based in Newport News, VA, with 13 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Divorce Planning, Estate Planning, and 7 more. Their firm serves 414 clients with $470M 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 | 2.00% |
Fees are negotiable and do not exceed 2.00% per year. Assets held inside an annuity are billed separately at a flat rate not to exceed 1.00% per year.
Fee Estimator
Contact
Thomas Blackburn
Location
2 Bayport Way, Suite 110, Newport News, VA, 23606
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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 Activities
Thomas is the proprietor of TFB Financial LLC, offering tax return preparation services as a CPA since 2019. He dedicates about 10-20% of his time during tax season and a few hours per week off-season to preparing tax returns for family and friends.
Employment History
Current Registrations
Mason & Associates, LLC
Previous Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Verus Financial Partners
State Registrations2 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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