Thompson Advisory Services offers financial and tax planning services for individuals and families. These services include portfolio analysis, investment recommendations, tax planning and preparation, goal setting, risk management, education funding, retirement planning, estate planning, and cash flow and budgeting. Thompson Advisory Services offers Open Retainer and Project Retainer engagements to suit client needs. The firm does not accept discretionary investment authority.
Assets Under ManagementN/A
Clients91
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Thompson Advisory Services offers two main planning engagements:
- Open Retainer: This includes comprehensive tax and financial planning services with regular meetings throughout the year. Clients can also arrange for consultation at other times by phone, internet meeting, or special appointment, at no added charge.
- Project Retainer: This includes a restricted, mutually agreed-upon scope of services selected by the client. It is limited in duration and does not provide a complete financial plan. Follow-up consultation and advice is provided only during the term of the engagement.
Annual Retainer:$1,600 - $50,000/year
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