Thomas Maher is a CFP-designated registered investment advisor at Wealthmark, based in Papillion, NE, with 11 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $14M 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 | 1.00% |
Fee Estimator
Location
Papillion, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a Director of Implementations at Orion Advisor Services, LLC, a portfolio accounting solution provider, since 2010. This non-investment related activity takes up to about half of his time during traditional business hours.
Employment History
Current Registrations
Wealthmark
Previous Registrations
Cls Investments, LLC
State Registrations1 state
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