Thomas Skelton is a CFP-designated registered investment advisor at Oneseven, based in Warren, PA, with 13 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B 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% |
Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.
Fee Estimator
Location
546 Main Ave, Warren, PA, 16365
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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
Thomas is involved in several business activities, including Skelton Financial LLC, Hemlock Wealth Management LLC, and TC Kiwi Properties LLC. He also has an advisory revenue sharing agreement with Calvert Pearson Insurance Group, selling life and health insurance, and sells fixed/indexed insurance through Wealthvest.
Employment History
Current Registrations
Oneseven
Previous Registrations
B. Riley Wealth Advisors, INC.
United Advisors Services, LLC
Cetera Investment Services LLCBroker
Obs Brokerage Services, INC.Broker
Northwest Advisors, INC.
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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