Thomas Vanderheiden
Thomas Vanderheiden is a ChFC-designated registered investment advisor at Vanderheiden Financial, based in Pagosa Springs, CO, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 41 clients with $9.5M 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 $500K | 1.00% |
| $500K+ | 0.75% |
Fee is negotiable. You can aggregate accounts within the same household to achieve a lower fee.
Fee Estimator
Location
Pagosa Springs, CO
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Thomas sells life and health insurance through various insurance companies under Vanderheiden Financial. This activity takes a few hours per week and is investment-related.
Employment History
Current Registrations
Vanderheiden Financial
Previous Registrations
Spc
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.