Advisor at Allworth financial, L.P.
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Firm
Allworth financial, L.P.
Location
Denton, TX 76201
Credentials
CFP®
Industry experience
4 years
Susannah Thomas is a CFP® professional at Allworth Financial, L.P. with four years of industry experience. She previously worked at Grunden Financial Advisory, Inc. for thirteen years before joining Allworth Financial. Allworth Financial provides fee-based wealth management, financial planning, and retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm employs customized investment programs using low-cost mutual funds and ETFs, individual securities, model strategies, and third-party managers, and offers specialized options including tax-aware and faith-based portfolios.
Based on Allworth financial, L.P.
Based on Allworth financial, L.P.
Financial planning services generally range between $1,500 and $30,000 fixed fee
Minimum fee: $2,500 annual minimum fee on asset management services
515 S Carroll Blvd
Denton, TX 76201
Texas
Allworth Financial
2026 - Present (1 year)
Grunden Financial Advisory, Inc.
2021 - 2026 (5 years)
Grunden Financial Advisory, Inc.
2013 - 2021 (8 years)
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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.
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.
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.
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.
Verified by Warmer
CFP®, Series 66
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