Thomas Underwood
Thomas Underwood is a CFP-designated registered investment advisor at Bright Wealth Management, LLC, based in Ashland, VA, 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 Investment Management. Their firm serves 180 clients with $260M 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% |
Fees are negotiable. Fixed income portfolios are subject to a fee of 0.75%.
Fee Estimator
Location
Ashland, VA
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2025Employment Separation After Allegations
July 2024Other Business ActivitiesSells Insurance
Thomas is an independent insurance agent since 2017, selling fixed insurance products, dedicating about 10-20% of his time. He is also the sole member of Integrated Advice Partners, LLC, an operating company, but spends minimal time on it.
Employment History
Current Registrations
Bright Wealth Management, LLC
Previous Registrations
Cary Street PartnersBroker
Cary Street Partners
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
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.