Zachary Thomas is a registered investment advisor at Vista Finance, LLC, based in Clayton, MO. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 86 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vista Finance offers wrap comprehensive portfolio management services. Please refer to the Wrap Fee Program Brochure for information regarding fees. Vista Finance also uses Pontera to manage assets held away, which charges a 0.25% fee in addition to Vista Finance's wrap fee.
Location
100 South Brentwood, Suite 350, Clayton, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vista Finance, LLC
State Registrations1 state
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