Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
515 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$866.4M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Investment management-only clients pay an additional 0.25% on each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
33 West Court Street, Doylestown, PA, 18901
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Regulatory History
Clean regulatory record
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
The Marshall Financial Group, INC
February 2022 - Present · 4 yrs
Previous Registrations
Vanguard Advisers, INC.
October 2019 - February 2022 · 2 yrs 4 mos
Vanguard Marketing CorporationBroker
July 2017 - February 2022 · 4 yrs 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.