Advisor at Independent Advisor Alliance, llc
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
Independent Advisor Alliance, llc
Location
Zanesville, OH 43701
Credentials
Series 66
Industry experience
24 years
Chad Tom is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Stratos Wealth Partners, LTD and LPL Financial, LLC. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm utilizes a network of over 200 advisors and employs a combination of model portfolios, sub-advisors, and technology platforms to deliver asset management and financial planning services.
Based on Independent Advisor Alliance, llc
Based on Independent Advisor Alliance, llc
Flat fee for financial planning typically ranges from $0 to $15,000 (negotiable); Wealth coaching fixed fees quarterly $250 to $10,000 (negotiable)
up to 2.00% annually (maximum, negotiable)
Hourly financial planning/consulting fees up to $500 per hour (negotiable)
Fee-only: Financial planning fees negotiated, hourly up to $500/hour, flat fee typically $0 to $15,000, wealth coaching quarterly fixed fees $250 to $10,000 (negotiable)
3596 Maple Avenue, Suite A
Zanesville, OH 43701
Maryland · Ohio
Independent Advisor Alliance
2024 - Present (2 years)
Stratos Wealth Partners, LTD
2015 - 2024 (9 years)
LPL Financial, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
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Series 63, Series 65
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Creative Financial Designs, Inc.
Series 66
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Kestra Private Wealth Services, LLC
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