Thomas Mcgraw is a CFP-designated registered investment advisor at Creative Planning, based in Doylestown, PA, with 8 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
33 W. Court Street, Doylestown, PA, 18901
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 Activities
Thomas is a self-employed DJ at restaurants and clubs in Philadelphia since January 2024. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Creative Planning
Previous Registrations
The Marshall Financial Group, INC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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