Yezmin Thomas
Advisor at Plancorp, LLC
Updated today
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.
About
Yezmin Thomas is a financial advisor at Plancorp, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Cambridge Investment Research Advisors and Entravision Communications. In addition to her advisory role, she operates Yezmin Thomas Media, LLC, a small business selling stationery and journals. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management and comprehensive financial planning. The firm employs a committee-driven investment process based on Modern Portfolio Theory and holds CEFEX certification for fiduciary practices.
Client services
Based on Plancorp, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Plancorp, LLC
General retirement planning
Tax-loss harvesting
Business exit / sale strategy
Cash flow / budgeting
Fee options
Financial planning standalone services and business owner succession planning charged as flat/project-based fees; tax services charged as flat fees
Up to 1.00% per year (asset-based fee for Wealth Management Services)
Hourly charges reported in SEC Part 1 but not specifically detailed in brochure
Minimum fee: $12,000 annual minimum fee for Wealth Management Services; $6,000 minimum annual fee for Pension Consulting and Institutional Services; $500 minimum flat fee per tax return Fee-only: Flat fees for standalone financial planning (minimum $12,000), business owner succession planning (up to $40,000), and tax services (minimum $500 per tax return)
Location
Derby, KS
Most active in
Yezmin T has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
Work history
Plancorp, LLC
2022 - Present (4 years)
Cambridge Investment Research Advisors
2021 - 2022 (1 year)
Entravision Communications
2019 - 2022 (3 years)
Yezmin Thomas Media, LLC
2018 - Present (8 years)
Read Fort Worth
2017 - 2018 (1 year)
Telemundo-NBC
2006 - 2017 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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