Christopher Thomas is a CFP-designated registered investment advisor at Farther, based in Wilmington, NC, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B 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 range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
3945 Market St, Wilmington, NC, 28403
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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 ActivitiesSells Insurance
Christopher sells fixed insurance products through various independent insurance companies, dedicating about half of his time. He also owns rental property, spending minimal time on it, and works as an advisory representative of a registered investment advisor, spending about half of his time. Finally, he is an investment advisor representative (IAR) under the DBA name Lighthouse Wealth Partners, dedicating full-time hours.
Employment History
Current Registrations
Farther
Previous Registrations
Aurora SecuritiesBroker
Zermatt Wealth Partners
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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.
Exams
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