Advisor at Wealth Advisors Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Advisors Group
Location
Fort Wayne, IN 46845
Credentials
CFP®, Series 66
Industry experience
7 years
Austin Thoms is a CFP® professional with seven years of industry experience, currently serving at Wealth Advisors Group since 2024. His prior roles include positions at Thrivent Advisor Network, Purshe Kaplan Sterling Investments, and Thrivent Financial. Outside of his advisory work, he volunteers as a deacon on the stewardship team at Northeast Christian Church and hosts a podcast titled 2300 Reasons Why. Wealth Advisors Group serves individuals, high-net-worth clients, small business owners, physicians, retirees, foundations, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a dynamic risk management and tactical asset allocation approach, utilizing mutual funds, ETFs, and individual equities, and oversees independent managers and model portfolios with quarterly reviews.
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Based on Wealth Advisors Group
Flat fixed rate for financial planning and consulting services (amount varies)
$100,000 - $499,999: 1.50% per year $500,000 - $749,999: 1.25% per year $750,000 - $1,249,999: 1.10% per year $1,250,000 - $3,999,999: 1.00% per year $4,000,000 - $6,999,999: 0.80% per year $7,000,000 - $14,999,999: 0.75% per year $15,000,000+: Negotiable
$200.00 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Financial planning and consulting services at $200.00 per hour or a flat fixed rate
12726 Coldwater Road
Fort Wayne, IN 46845
Indiana
Wealth Advisors Group
2024 - Present (2 years)
Thrivent Advisor Network d/b/a Passage Wealth
2022 - 2024 (2 years)
Purshe Kaplan Sterling Investments, Inc.
2022 - 2024 (2 years)
Thrivent Advisor Network, LLC
2020 - 2022 (2 years)
Thrivent Financial
2018 - 2020 (2 years)
Thrivent Investmenet Management Inc
2018 - 2020 (2 years)
Concordia Lutheran High School
2016 - 2018 (2 years)
University of Northern Colorado
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Fort Wayne, IN
DentVest LLC
CFP®, Series 63, Series 65
Fort Wayne, IN
Houlihan Asset Management LLC
CFP®, Series 63, Series 65
Fort Wayne, IN
Krouse Stureman & Associates, Inc.
CFP®, Series 66
Fort Wayne, IN
Gilbert Wealth
CFP®, Series 63, Series 65
Fort Wayne, IN
Bassett Financial Advisors
CFP®, Series 63, Series 66
Fort Wayne, IN
Wise Wealth Management
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