TS
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Thomas Stetter

1 Year of Experience
Henderson, NV

Thomas Stetter is a registered investment advisor at Diazo, LLC, based in Henderson, NV, with 1 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 290 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
290 clients
Average Client Portfolio
$613K average
Assets Under Management
$177.9M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.40%
$1.0M - $3.0M1.10%
$3M+0.90%

Fees are negotiable.

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

2534 Anthem Village Dr, Suite 100, Henderson, NV, 89052

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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
Diazo, LLC
March 2025 - Present · 1 yr 1 mo
State Registrations1 state
NV
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 Stetter - Financial Advisor | TrueAdvisor