Advisor at Focus Partners Wealth, 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.
Location
Ridgway, CO
Credentials
CFA®, Series 66
Industry experience
9 years
Thompson Hollo is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024 and previously was with Buckingham Strategic Wealth, LLC and Medicine Bow Capital. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies and a variety of investment vehicles.
Based on Focus Partners Wealth, LLC
Based on Focus Partners Wealth, LLC
Negotiable and vary from client to client based on assets, services, and other factors; no fixed tier schedule explicitly stated
Performance-based fees are charged for certain private funds managed by Focus Partners; details vary by fund and are disclosed separately
Account minimum: $5,000 Minimum fee: Typically a minimum fee of $5,000 for investment management services Fee-only: Fees based on a percentage of assets under management, generally negotiated; includes fees for financial counseling and other advisory services separate from commissions
Ridgway, CO
Colorado · Wyoming
Focus Partners Wealth, LLC
2024 - Present (2 years)
Buckingham Strategic Wealth, LLC
2023 - 2024 (1 year)
Medicine Bow Capital
2016 - 2023 (7 years)
Medicine Bow Capital, LLC
2015 - 2016 (1 year)
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Is 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.
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.
Is not active or affiliated with:
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.
Series 65
Ridgway, CO
Adventure Wealth Advisors
Daniel Meyers is a financial advisor at Adventure Wealth Advisors in Ridgway, CO, holding a Series 65 designation with six years of industry experience. He has worked at Adventure Wealth Advisors since 2019 and previously at Recapture Lodge and Hewlett Packard Enterprise. Adventure Wealth Advisors is an independent firm providing fee-only financial planning and investment management to individuals, families, trusts, and closely held businesses, typically starting with a one-year commitment. The firm employs a passive, broadly diversified investment approach based on modern portfolio theory, emphasizing tax efficiency and low-cost index funds, and offers free educational workshops on budgeting, savings, and investing fundamentals.
Series 63, Series 65
Ridgway, CO
Capital Asset Management, LLC
Joseph Maslowski is a financial advisor at Capital Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Private Bank and First Western Bank. Capital Asset Management, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as limited-scope ERISA 3(21) fiduciary services for retirement plans. The firm’s investment approach includes fundamental analysis and multi-year time horizons, utilizing mutual funds, ETFs, and occasionally individual equities and fixed income.
Series 63, Series 65
Ridgway, CO
Miller Wealth Advisors, LLC
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