Advisor at T.C. Schwab Financial Planning, LLC
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Firm
T.C. Schwab Financial Planning, LLC
Location
Santa Fe, NM
Credentials
CFP®
Industry experience
18 years
Thomas Schwab is a CFP® professional with 18 years of industry experience. He has operated T.C. Schwab Financial Planning, LLC since 2007 as a solo practitioner based in Santa Fe, NM. T.C. Schwab Financial Planning, LLC offers hourly, fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses. The firm emphasizes long-term asset allocation, global diversification, and low-cost funds, providing strategies for self-directed clients or those working with third-party money managers without managing assets directly.
Based on T.C. Schwab Financial Planning, LLC
$275/hour plus New Mexico Gross Receipts Tax; fees are negotiable; additional fees may apply for travel ($50) and missed appointments ($100)
Fee-only: $275/hour plus New Mexico Gross Receipts Tax; fees are negotiable; additional fees may apply for travel ($50) and missed appointments ($100)
Santa Fe, NM
New Mexico
T.C. Schwab Financial Planning, LLC
2007 - Present (19 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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