Thomas Financial Planning provides investment management services, putting clients' interests first. As a Certified Financial Planner, Thomas Financial Planning has a legal responsibility to act in your best interest. Thomas Financial Planning uses a tactical asset management approach based on your goals and risk tolerance, adjusting allocations based on economic and market conditions. Thomas Financial Planning no longer accepts new clients.
Assets Under Management$19M
Clients9
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.10% |
| $200K - $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Management fees may differ from the above as agreed upon by the client and Thomas Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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