Thomas Pargett is a CFP-designated registered investment advisor at Boulay Wealth, based in Eden Prairie, MN, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,123 clients with $3B 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 | 1.95% |
Fees typically range from 0.60% to 1.95% based on size, nature, and complexity. Minimum total annual fee is $10,000. Fees are negotiable.
Fee Estimator
Location
11095 Viking Drive, Suite 500, Eden Prairie, MN, 55344
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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 →Employment History
Current Registrations
Boulay Wealth
Previous Registrations
Cwm, LLC
Bergankdv Wealth Management, LLC
Creative Planning
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Waddell & Reed
Waddell & Reed, INC.Broker
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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