Tommy Fausett
Tommy Fausett is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Laguna Niguel, CA, with 6 years of industry experience. Tommy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,344 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
28202 Cabot Rd, Suite 300, Laguna Niguel, CA, 92677
Get directionsHistory
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
Tommy works as an agent at TCFG Insurance Solutions, LLC, an insurance agency, since January 2020. This activity takes nearly all of Tommy's time.
Employment History
Current Registrations
Tcfg Investment Advisors, LLC
State Registrations7 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.