Advisor at CedarMill Financial
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
CedarMill Financial
Location
Chesterfield, MO
Credentials
Series 65
Industry experience
2 years
Thomas Aylmer is a financial advisor at Cedarmill Financial in Chesterfield, MO, with two years of industry experience. He holds the Series 65 designation and the Certified Public Accountant credential. Prior to founding Cedarmill Financial, he worked at Conner Ash PC and KPMG. Outside of advising, he owns Fresh Start Mobile Auto Detail, an automobile detailing business, and operates Cedarmill Ventures, which provides consulting services to small businesses. Cedarmill Financial provides discretionary investment management and financial planning primarily to owners of privately held businesses, trusts, estates, charitable organizations, and corporate clients. The firm employs a passive, indexed investment approach using third-party model portfolios and offers specialized consulting and CFO services, with a significant focus on non-investment planning for closely held businesses.
Based on CedarMill Financial
Based on CedarMill Financial
Onboarding fee ranges from $200 to $500 (one-time); fixed fee for financial planning $600 to $3,600 per year
0.40% annually
$150 per hour for small business CFO/advisory and certain one-time financial planning engagements
Fee-only: Financial planning fixed fee ranges from $600 to $3,600 per year; hourly fee of $150/hour for certain services; onboarding fee $200 to $500 (one-time)
Chesterfield, MO
Missouri
Cedarmill Financial LLC
2022 - Present (4 years)
Cedarmill Ventures
2021 - Present (5 years)
Fresh Start Auto Detail
2021 - Present (5 years)
Conner Ash PC
2019 - 2021 (2 years)
Kpmg
2015 - 2019 (4 years)
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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.
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Midwest Advisors LLC
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JM Lotshaw Consulting
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Premier Wealth Advisory Services, Inc.
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Durham Wealth Management, LLC
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