Advisor at Hohimer Wealth Management, LLC
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Firm
Hohimer Wealth Management, LLC
Location
Las Vegas, NV
Credentials
Series 63, Series 65
Industry experience
42 years
Philip Tom is a financial advisor at Hohimer Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets, LLC for 10 years. Hohimer Wealth Management, LLC serves individuals, including high net worth clients, as well as various institutional and family entities. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across a range of asset classes, and integrates alternative pooled investments while providing discretionary and limited non-discretionary portfolio management.
Based on Hohimer Wealth Management, LLC
Based on Hohimer Wealth Management, LLC
Flat/project fees for financial planning and consulting, maximum fee up to $50,000
$0 - $2,000,000: 1.50% $2,000,000.01 - $5,000,000: 1.00% $5,000,000.01 - $10,000,000: 0.75% $10,000,000.01 - $25,000,000: 0.60% $25,000,000.01 - $50,000,000: 0.50% $50,000,000.01 - $100,000,000: 0.40% $100,000,000.01+: 0.35%
Hourly financial planning and consulting fees range between $150 and $500 per hour
Performance-based fees charged by private funds managed by HWM based on net profits above a hurdle rate; details provided in private fund offering documents
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $8,000, billed quarterly, per household for investment and wealth management services Fee-only: Financial planning and consulting services offered on flat/project fee or hourly basis; hourly rates range from $150 to $500; maximum flat fee up to $50,000
Las Vegas, NV
California · Nevada · Texas · Washington
Hohimer Wealth Management, LLC
2025 - Present (1 year)
RBC Capital Markets
2015 - 2025 (10 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Series 63, Series 66
Las Vegas, NV
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Series 65
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Series 65
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Series 65
Las Vegas, NV
ERK Wealth Advisors, LLC
Series 63, Series 65
Las Vegas, NV
Crinite Financial Strategies
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