Thompson Wealth Management, INC.

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Thompson Wealth Management Inc. provides financial coaching and consulting services to individuals and other clients. Services include financial, retirement, estate, charitable, education, and tax planning, as well as real estate and mortgage analysis. They offer hourly or flat fees and financial coaching packages.

Fee Structure

They charge hourly rates not exceeding $350. Flat fees range from $350 to $2,500. They also offer financial coaching packages: Green ($950), Gold ($1,750), and Platinum ($2,750) annually.

Annual Retainer:$950 - $2,750/year
One-Time Plan:$350 - $2,500
Hourly Rate:Up to $350/hr
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax Planning
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Location

400 Corporate Pointe, Ste. 300, Culver City, CA, 90230

1 Advisors at this firm