Geoffrey Tompkins is a registered investment advisor at Slater Tompkins Legacy, LLC, based in Santa Rosa, CA. Geoffrey 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, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Slater-Tompkins Legacy offers ongoing financial planning combined with a comprehensive financial plan for an initial fee of $3,000 followed by $100 per month.
- Comprehensive financial plan — $3,000 as a one-time fee covering retirement, cash flow and budgeting, tax coordination, education planning, and risk management reviews
- Hourly advisory services — $200 per hour for specific financial questions and guidance
Location
Santa Rosa, CA
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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
Slater Tompkins Legacy, LLC
State Registrations1 state
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
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