Advisor at GT Financial, Ltd., L.L.C.
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
GT Financial, Ltd., L.L.C.
Location
Mandeville, LA 70471
Credentials
PFS™, Series 65
Industry experience
16 years
Gary Thomas is the principal and sole advisor at GT Financial, Ltd., L.L.C. He holds the PFS™ designation and Series 65 registration, with 16 years of experience in financial advising and over 35 years as a CPA. He is also the owner of Gary M. Thomas, CPA, P.C., a public accounting firm that shares office space with his advisory practice, and he divides his time between both businesses. GT Financial serves individual investors as well as pension and profit-sharing plans, trusts, and estates, offering discretionary and non-discretionary portfolio management, limited financial and estate planning, and project-based consulting. The firm emphasizes a long-term, buy-and-hold investment approach and provides retirement plan advisory services, including ERISA plan consulting and discretionary management for plan assets.
Based on GT Financial, Ltd., L.L.C.
Based on GT Financial, Ltd., L.L.C.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$295 per hour for consulting and additional financial planning services
Account minimum: $2,500 minimum annual fee Minimum fee: Minimum annual fee of $2,500
#2 Sanctuary Boulevard, Suite 304
Mandeville, LA 70471
Louisiana · Texas
GT Financial, Ltd., L.L.C.
2000 - Present (26 years)
Gary M.. Thomas, CPA, PC
1991 - Present (35 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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