Thomas Burdg
Advisor at TBCPA, Inc.
Updated today
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
TBCPA, Inc.
Location
Fernandina Beach, FL
Credentials
Series 63, Series 66
Industry experience
21 years
About
Thomas Burdg is a financial advisor with TBCPA, Inc. in Fernandina Beach, FL, holding Series 63 and 66 licenses and possessing 21 years of industry experience. He has worked at J.W. Cole Advisors, Inc. since 2024 and has been with TBCPA, Inc. since 1991. Outside of investment advisory, he is a certified public accountant providing accounting services through TBCPA, Inc. TBCPA, Inc. offers fee-based portfolio management and financial services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm integrates accounting and tax services with investment management and employs various analytical methods and trading approaches tailored to client objectives.
Fee options
$0 - $200,000: 1.75% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: Variable, never in excess of 1.00%
Fee-only: Asset-based fees only; no commissions or other compensation from sales of securities.
Location
Fernandina Beach, FL
Most active in
Thomas B has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
J.W. Cole Advisors, Inc.
2024 - Present (2 years)
TBCPA, Inc.
1991 - Present (35 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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Robert H
Series 63
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John B
Series 63, Series 65
Fernandina Beach, FL
The Commonwealth Group LLC
Brian S
Series 63, Series 65
Yulee, FL
Ministry Partners Securities, LLC
Deborah D
Series 63, Series 65
Saint Marys, GA
Thayer Partners LLC
John G
CFP®, Series 63, Series 66
Fernandina Beach, FL
Ullmann Wealth Partners
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