Thomas Payant
Thomas Payant is a registered investment advisor at Osaic Wealth, INC., based in Sarasota, FL, with 48 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6901 Professional Parkway, Suite 104, Sarasota, FL, 34240
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2022Employment Separation After Allegations
November 2006Customer Dispute
September 2006Customer Dispute
June 2003Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Thomas is the owner/investment advisor representative at Payant Wealth Management Group, dedicating full-time hours to financial and tax planning, asset allocation, and investment management. He also owns Payant Insurance Solutions LLC, an agency that sells Medicare supplement insurance, and discusses fixed & permanent life insurance, fixed annuities, and long-term care insurance with clients, spending a few hours per week on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.Broker
Payant Wealth Management Group
Raymond James Financial Services, INC.Broker
American Planning Services, INC.Broker
Travelers Equities Sales, INC.Broker
Cg Equity Sales CompanyBroker
State Registrations39 states
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.