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Susannah Thomas

Advisor at Allworth financial, L.P.

Updated today
Allworth financial, L.P. logo

Firm

Allworth financial, L.P.

Location

Denton, TX 76201

Credentials

CFP®

Industry experience

4 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial planning services fixed fees generally ranging from $1,500 to $30,000, negotiable based on complexity

Commissions

Commissions earned by AW Securities on variable annuities; up to 10 basis points additional compensation to investment adviser representatives based on total revenue from assets under management

Performance-based

Performance-based fees charged to private fund limited partners at 1.50% annual management fee plus incentive allocation of 20% of remaining distributable proceeds after preferred return; however, no performance-based fees charged for other client accounts

Other

Account minimum: $2,500 Minimum fee: $2,500 annual minimum fee for asset management in Wrap and Non-Wrap Fee Programs; $3,500 minimum annual fee for qualified retirement plan consulting services

Work history

Allworth Financial

2026 - Present (1 year)

Grunden Financial Advisory, Inc.

2021 - 2026 (5 years)

Grunden Financial Advisory, Inc.

2013 - 2021 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Parker E

Series 63, Series 65

Little Elm, TX

Fidelity

Parker Eaton is a Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles including Investment Consultant, Planning Consultant, Relationship Manager, Business Development Consultant, and Client Experience Representative. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Parker focuses on understanding the financial and personal goals of his clients and their families to develop tailored financial plans designed to benefit them both now and in the future. Outside of his professional work, Parker has interests in fishing, football, golf, lake activities, snowboarding, and volunteering.

Wealth management

Kathy B

Series 63, Series 65

Flower Mound, TX

Merrill

Kathy Bickhaus is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings a comprehensive approach to wealth management, focusing on helping high-net-worth individuals and retirees develop customized financial strategies tailored to their objectives, risk tolerance, and time horizons. Her expertise spans personal retirement planning, tax minimization, education planning, portfolio management, and specialized areas such as women and wealth and divorce transition planning. Kathy is dedicated to fostering strong client relationships and providing access to leading financial resources to help clients pursue financial security and independence. Beginning her career in financial services in 1993, Kathy joined Merrill in 2004 following experience in commercial and corporate finance. She holds a Bachelor of Business degree from Texas A&M University and an MBA in Finance and Accounting from the University of Texas at Dallas. Her professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations, along with Series 7, 63, and 65 FINRA registrations and a Group 1 Life and Health certificate. Kathy is active in the community through her involvement with organizations such as the Young Men’s Service League, National Junior Charity League, and the Denton Public School Foundation. She has served on several nonprofit boards, including the National Charity League and Women’s Financial Exchange, and is passionate about promoting financial literacy for women and youth. Residing in Lantana, Texas, Kathy enjoys spending time with her family, participating in triathlons, boating, scuba diving, and traveling.

Retirement income strategy Income planning Tax-loss harvesting General retirement planning College savings (529s, UTMA, etc.) Women Professionals Women's Finance

Zachary B

Series 66

Flower Mound, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management

Chris S

Series 63, Series 66

Justin, TX

Fidelity

Chris Seymour is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he partners with a Wealth Management team to assist clients in working toward their wealth planning goals by creating tailored comprehensive plans that consider both current and future generations. Chris has been with Fidelity Investments since 2000, progressing through roles including Client Service Specialist from 2000 to 2007, Relationship Manager from 2007 to 2016, and Wealth Management Planning Consultant from 2016 to the present.

Wealth management

Donovan B

Series 66

Corinth, TX

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning Cash flow / budgeting Educators, Teachers, and Academics Newlywed/Engaged Young Families

Peter T

Series 66

Argyle, TX

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Military & Veterans Intergenerational Families Newlywed/Engaged
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