Thistle Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,605,064
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$1,921,013
About
Thistle Wealth Management, LLC provides investment management and financial planning services to a range of clients including pooled investment vehicles, institutional and governmental entities, and high-net-worth individuals. The firm operates on a fee-only basis and offers both ongoing and project-based financial planning alongside discretionary and non-discretionary portfolio management.
The firm’s investment approach is grounded in modern portfolio theory and strategic asset allocation across equities, fixed income, mutual funds, and ETFs, using a mix of passive and active vehicles to align portfolios with client objectives. Accounts are reviewed on a regular (quarterly) basis against stated goals and risk tolerances, with the firm relying on custodian valuations and executing trades on an account-by-account basis rather than on aggregated block trades.
A distinguishing feature relative to many peers is the firm’s willingness to bill project-based planning on an hourly basis in addition to customary AUM-based arrangements, a practice that is relatively uncommon for managers of pooled or institutional assets. The firm also requires clients to custody assets at a recommended institutional custodian and discloses use of that custodian’s institutional support services; it is a recently formed, state-registered adviser.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for project-based financial planning range from $500 to $5,000; Ongoing financial planning fees range from $500 to $1,500 quarterly
$0 - $1,000,000: 0.80% $1,000,001 - $10,000,000: 0.40% $10,000,001+: 0.20%
$300 per hour for project-based financial planning
Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,000 for Investment Management Services Fee-only: Fees charged for investment management and financial planning; no commissions received.
Main office location
Thistle Wealth Management, LLC
Maitland FL, United States
Number of offices
1
Most active in
Thistle Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
Forms ADV
Quick links
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