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Thomas Aylmer

2 Years of Experience
Chesterfield, MO

Thomas Aylmer is a registered investment advisor at Cedarmill Financial, based in Chesterfield, MO, with 2 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chesterfield, MO

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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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Other Business Activities

Thomas owns Fresh Start Mobile Auto Detail and Cedarmill Ventures. He spends minimal time on Cedarmill Ventures, which provides consulting to businesses, and about 10% of his time providing financial advisory services to small businesses through Cedarmill Financial.

Employment History
Current Registrations
Cedarmill Financial
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
MO
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.
Thomas Aylmer - Financial Advisor | TrueAdvisor