Advisor at Sherpa Financial Guides, Inc.
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
Sherpa Financial Guides, Inc.
Location
Crozet, VA
Credentials
Series 66
Industry experience
22 years
Thomas Grinnell is a financial advisor at Sherpa Financial Guides, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management, LLC and Bb&T Investment Services, Inc. Grinnell is also a partner and owner involved in insurance sales and services. Sherpa Financial Guides, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $5.9 million in assets. The firm offers tailored portfolio management and planning services using various investment strategies aligned with clients’ objectives and risk tolerance.
Fixed fees for financial planning range from $100 to $1,200 per project
$0 - $99,999: 1.75% $100,000 - $249,999: 1.55% $250,000 - $499,999: 1.45% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.15% $2,000,000+: 0.85%
$75 - $250 per hour for financial planning services
Account minimum: $10,000 Fee-only: Financial planning fees: Hourly fees range from $75 - $250 per hour; Fixed fees range from $100 to $1,200 per project
Crozet, VA
Virginia
AE Wealth Management, LLC
2019 - 2021 (2 years)
Sherpa Financial Guides, Inc.
2019 - Present (7 years)
UnEmployed
2018 - 2019 (1 year)
Bb&T Securities, Llc
2018 - 2018 (1 year)
Bb&T Investment Services, Inc.
2004 - 2018 (14 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.
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.
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.
Series 63, Series 65
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MarketCycle Wealth Management, LLC
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CFP®, EA
Charlottesville, VA
Ulmer Financial
Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.
Series 65
Charlottesville, VA
Laird - Altman Holdings LLC
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