Slater-Tompkins Legacy, LLC is a registered investment advisor owned and operated by Geoffrey Tompkins. The firm provides comprehensive financial planning and non-discretionary investment advisory services tailored to individuals and families. Advisory services include evaluating existing investment portfolios, developing asset allocation recommendations, guidance on investment selection and rebalancing strategies, and comprehensive financial planning covering retirement, cash flow and budgeting, tax coordination, education planning, and insurance reviews. The firm operates on a fee-only basis, does not manage client portfolios directly or hold client funds, and does not have the authority to make trades without asking first, meaning clients retain full decision-making authority. Slater-Tompkins Legacy does not have any account minimum requirements.
Fee Structure
Slater-Tompkins Legacy offers ongoing financial planning combined with a comprehensive financial plan for an initial fee of $3,000 followed by $100 per month.
- Comprehensive financial plan — $3,000 as a one-time fee covering retirement, cash flow and budgeting, tax coordination, education planning, and risk management reviews
- Hourly advisory services — $200 per hour for specific financial questions and guidance