TP
TP

Thomas Pewtress

5 Years of Experience
Houston, TX

Thomas Pewtress is a registered investment advisor at Skybound Wealth USA, based in Houston, TX, with 5 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 339 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
339 clients
Average Client Portfolio
$491K average
Assets Under Management
$166.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are standard maximums and are negotiable based on account size, household assets, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13100 Wortham Center Drive, 3rd Floor, Houston, TX, 77056

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History

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.

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Employment History
Current Registrations
Skybound Wealth USA
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Beacon Global Advisor Network, LLC
June 2020 - April 2021 · 10 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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