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Thomas Mazza

Advisor at Premier Estate Planners, LLC

Updated today
Premier Estate Planners, LLC logo

Firm

Premier Estate Planners, LLC

Location

Clinton Township, MI 48038

Credentials

Series 63, Series 65

Industry experience

27 years

About

Thomas Mazza is a financial advisor with Premier Estate Planners, LLC in Clinton Township, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Premier Estate Planners since 2002 and previously at Secure Asset Management, LLC. Mazza is also a licensed insurance agent and involved with Macomb Marketing LLC. Premier Estate Planners serves individuals, trusts, estates, charitable organizations, and business entities by providing wealth management services including portfolio management, third-party adviser selection, and modular financial planning. The firm manages both discretionary and non-discretionary accounts and employs model portfolios, often using ETFs, while overseeing more than $226 million in client assets.

Client services

Based on Premier Estate Planners, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Premier Estate Planners, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Retirement income strategy

Fee options

Fixed

Savings Plan Management fixed fee options ranging from $480 to $1,200 annually depending on account value

Percentage

$0 - $400,000: 1.50% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $9,000,000: 0.60% $9,000,001 - $15,000,000: 0.50% $15,000,001+: Negotiable

Commissions

Commission earned on numismatics and insurance products sales; commissions separate from advisory fees

Project-based

Financial planning services hourly rate ranges from $100 to $250 per hour

Other

Fee-only: Financial Planning Services charged hourly from $100 to $250 per hour; Savings Plan Management fee either a fixed fee ($480 to $1,200 annually depending on account size) or asset based fee (0.25%)

Location

16950 19 Mile Road, Suite 4

Clinton Township, MI 48038

Most active in

Michigan

Work history

Secure Asset Management, LLC

2022 - 2025 (3 years)

Premier Estate Planners, LLC

2002 - Present (24 years)

A L Williams

1982 - Present (44 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Founder/Business Owner Executive Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Douglas N

CFP®, Series 63, Series 66

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Our Investment Guy

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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ESG / Sustainable investing
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David R

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Tetra Wealth Management

Income planning Debt management Options & derivatives strategies Tax-loss harvesting
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Craig A

Series 63, Series 65

Troy, MI

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Active portfolio management Passive / index investing Tax-loss harvesting
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George C

CFP®

Troy, MI

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General retirement planning Cash flow / budgeting
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