TG
CFP
TG
CFP

Thomas Ginty

14 Years of Experience

Thomas Ginty is a CFP-designated registered investment advisor at Wedmont Private Capital, based in West Chester, PA, with 14 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 498 clients with $3.4B in assets under management.

Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
498 clients
Average Client Portfolio
$6.9M average
Assets Under Management
$3.4B

Fee Structure

Planning is included in investment management

Wedmont Private Capital includes investment management services as part of its ongoing financial planning service. Clients pay a fixed quarterly fee of $3,125 ($12,500 per year) which covers both financial planning and investment management. If WPC engages a third-party manager, that manager may charge a separate fee in addition to WPC's fee.

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Location

26 South Church Street, Suite 1A, West Chester, PA, 19382

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Wedmont Private Capital
April 2021 - Present · 5 yrs
Previous Registrations
Facet Wealth, INC
September 2019 - May 2021 · 1 yr 8 mos
TD Ameritrade, INC.Broker
March 2019 - September 2019 · 6 mos
TD Ameritrade Investment Management, LLC
March 2019 - September 2019 · 6 mos
TD Ameritrade, INC.
March 2019 - September 2019 · 6 mos
Raymond James & Associates, INC.
November 2017 - February 2019 · 1 yr 3 mos
Raymond James & Associates, INC.Broker
September 2017 - February 2019 · 1 yr 5 mos
Raymond James & Associates, INC.
October 2011 - June 2017 · 5 yrs 8 mos
Raymond James & Associates, INC.Broker
December 2010 - June 2017 · 6 yrs 6 mos
State Registrations2 states
PATX
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.
Thomas Ginty - Financial Advisor | TrueAdvisor