Thomas Smith is a CFP-designated registered investment advisor at Fapa Financial Services, based in Marietta, GA, with 13 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 2 more. Their firm serves 24 clients with $5.9M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M+ | 1.30% |
Any amount above $1,541,666 is capped at $20,000 per year. The 1.2973% was calculated to represent the fee percentage if the maximum fee of $20,000 was charged on assets above $1,541,666.
Fee Estimator
Location
Marietta, GA
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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 →Employment History
Current Registrations
Fapa Financial Services
Previous Registrations
Hornor, Townsend & Kent, INC.
State Registrations1 state
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