Thompson Wealth Management provides individuals, families, and businesses with comprehensive financial coaching and consulting services. The firm does not manage investment portfolios directly or hold client funds. Instead, Thompson Wealth Management focuses entirely on financial planning, retirement planning, estate planning, tax strategies, debt reduction, and real estate analysis. Clients can choose from hourly consultations, one-time project-based consulting, or structured annual coaching packages such as the Green, Gold, Platinum, Platinum Elite, and Platinum Elite Family packages. These packages include varying levels of financial planning, employee benefits reviews, insurance analysis, and recurring check-in meetings. Thompson Wealth Management operates as a registered investment advisor and is legally required to act in your best interest. All implementation of financial recommendations is entirely up to the client.
Fee Structure
Thompson Wealth Management offers several annual financial coaching and planning packages that repeat yearly:
- Green Package (Wealth Grower) — $950 per year, includes financial coaching, asset allocation recommendations, debt reduction strategies, and monthly educational seminars.
- Gold Package (Wealth Builder) — $1,750 per year, includes financial coaching, basic financial planning, retirement income planning, employee benefits review, education funding review, insurance review, asset allocation recommendations, quarterly appointments, and monthly consulting calls.
- Platinum Package (Wealth Manager) — $2,750 per year, includes financial coaching, comprehensive financial planning, retirement income planning, employee benefits review, estate plan and living trust review, beneficiary and survivor needs review, real estate consultation, education funding review, insurance review, asset allocation recommendations, quarterly appointments, monthly consulting calls, and discounted tax preparation services.
- Platinum Elite Package — $6,000 per year.
- Platinum Elite Family Package — $12,000 per year.
- Hourly consulting — Up to $350 per hour for customized financial guidance and coaching.
- Flat-fee consulting projects — Ranging from $350 to $2,500 depending on the scope and complexity of your financial situation, covering topics like retirement planning, estate planning, charitable giving, tax planning, real estate analysis, mortgage review, and insurance evaluation.