A complete list of active advisors currently associated with Thomas Financial Planning, LLC

Warmer can help you find a great advisor at Thomas Financial Planning, LLC or one who fits your needs even better.

Thomas Financial Planning, LLC is a fee‑only registered investment adviser operated by a single CFP‑credentialed practitioner that provides discretionary portfolio management and financial planning to a very small client base. Its client roster includes individuals, high‑net‑worth clients, and select charitable institutions, foundations and trusts, with about $19.1 million in assets under management across nine client relationships. The firm follows a tactical asset allocation process documented in a client‑approved Investment Policy, implements diversified portfolios mainly through mutual funds and other securities, and emphasizes periodic rebalancing and manager selection to align holdings with clients’ risk tolerances and changing market conditions. Accounts are custodied at Charles Schwab, managed on a discretionary basis, and reviewed on a daily to quarterly cadence with an emphasis on keeping investment costs low. Notably, the firm is no longer accepting new clients and has executed succession and continuity agreements with two other advisory firms, with transfers of client relationships already underway. The sole practitioner has decades of experience and adheres to CFP Board standards; the firm does not have custody of client assets and does not vote client securities, leaving proxy materials to be delivered directly to clients by the custodian.

To learn more about the advisors currently working at Thomas Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.