Thomas Klein is a registered investment advisor at Change Wealth Advisors, based in Port Orchard, WA, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 87 clients with $67M 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 $200K | 1.50% |
| $200K+ | 1.00% |
Financial planning is included at no additional cost if assets under management are at least $300,000. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Location
Port Orchard, WA
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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.
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Thomas is a Certified Flight Instructor, teaching private pilot students. He dedicates about half his time to this activity, with 20 hours during trading hours and 60 hours outside trading hours.
Employment History
Current Registrations
Change Wealth Advisors
Previous Registrations
Private Client Wealth Advisors, LLC
State Registrations2 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.