Thomas Little is a CFP-designated registered investment advisor at Yeti Wealth Management Group, LLC, based in Littleton, CO, with 7 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Littleton, CO
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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 Activities
Thomas operates Achieve Retirement as a DBA for his LPL business, dedicating nearly full-time hours. He also provides administrative support to Global Retirement Partners, LLC, an independent investment advisor firm, and owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
Yeti Wealth Management Group, LLC
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
State Registrations1 state
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