Advisor at Lipscomb Investment Group, LLC
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
Lipscomb Investment Group, LLC
Location
Auburn, AL 36830
Credentials
Series 65
Industry experience
4 years
Thomas Meagher is a financial advisor at Lipscomb Investment Group, LLC, holding a Series 65 designation with four years of industry experience. Prior to joining Lipscomb, he worked at Pharmavite LLC for eight years. He is part of a four-advisor team based in Auburn, AL. Lipscomb Investment Group manages approximately $78.6 million for about 155 clients, including individuals, pension and profit-sharing plans, trusts, and estates. The firm provides discretionary portfolio management, financial planning, pension consulting, and fee-based consulting, and is notable for sponsoring a wrap fee program combined with active management of held-away retirement accounts using specialized technology.
Based on Lipscomb Investment Group, LLC
Based on Lipscomb Investment Group, LLC
Financial planning services generally range between $500 - $10,000, negotiable.
$0 - $250,000: 1.35% $250,001 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.55% $5,000,001+: 0.25%
$100 - $375 per hour for consulting services, negotiable.
Ongoing consulting services billed monthly or quarterly, ranging from $175/month to $10,000/month, billed in advance.
Account minimum: $200,000
2372 East University Drive, Unit 102
Auburn, AL 36830
Alabama · Georgia
Lipscomb Wealth Partners, LLC
2026 - Present (1 year)
Lipscomb Investment Group, LLC
2021 - Present (5 years)
Pharmavite LLC
2013 - 2021 (8 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 66
Auburn, AL
Retirement Plans, LLC
Series 66
Opelika, AL
AJA Financial LLC
Series 66
Opelika, AL
Insignia Wealth Advisory
Series 63, Series 65
Auburn, AL
Lipscomb Investment Group, LLC
Series 65
Auburn, AL
Lipscomb Investment Group, LLC
CFA®, Series 63
Auburn, AL
Bright Investments, LLC
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