Advisor at APPS Wealth Management, 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
APPS Wealth Management, Inc.
Location
Friendswood, TX 77546
Credentials
Series 63, Series 66
Industry experience
29 years
Thomas Till is a financial advisor with APPS Wealth Management, Inc. in Friendswood, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with APPS Wealth Management since 2017 and also owns Compass Tax Solutions, a local tax preparation business. Till has a background that includes roles at Investment Advisors, Life Planning Solutions, Inc., Proequities, Inc., and APPS Financial Group, Inc. APPS Wealth Management is an independent advisory firm that provides financial planning and investment advice primarily to individual clients. The firm refers clients to third-party money managers for portfolio management and custody, assisting with onboarding and monitoring without exercising discretionary trading authority.
Based on APPS Wealth Management, Inc.
Fees for financial plans are due upon delivery of the plan; specific amounts not stated.
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.75% $4,000,001 - $5,000,000: 0.70% $5,000,001+: 0.70%
214 E. Edgewood Drive
Friendswood, TX 77546
Texas
APPS Wealth Management, Inc.
2017 - Present (9 years)
Compass Tax Solutions
2013 - Present (13 years)
Investment Advisors
2004 - 2017 (13 years)
Life Planning Solutions, Inc.
2004 - 2020 (16 years)
Proequities, Inc.
2000 - 2017 (17 years)
APPS Financial Group, Inc.
1993 - Present (33 years)
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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.
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CFP®, Series 63
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CFP®, Series 63, Series 65
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Series 63, Series 65
Alvin, TX
Harris Financial Consulting, PLLC
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