Thompson Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
30
0% high-net worth
Advisors
1
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
LowAverage account size
$0
About
Thompson Wealth Management provides financial coaching and consulting to individuals, trusts, estates, pension and profit‑sharing plans, and business entities. Its engagements range from standalone consulting to written coaching packages that address retirement and estate planning, tax and corporate-structure matters, real estate analysis, cost segregation studies, mortgage and debt evaluation, and insurance review.
The firm does not provide discretionary portfolio management or ongoing investment advice; it focuses on education, planning deliverables, and client-directed implementation delivered on an hourly, flat‑fee, or annual package basis. Clients who enroll in recurring packages receive periodic communications and educational programming, including weekly market updates and monthly seminars, while one‑time consulting clients generally do not receive ongoing plan reviews unless they request follow‑up services.
Noteworthy for a small, supported firm, Thompson combines traditional financial coaching with a heavier emphasis on real estate‑related and tax-structure services and maintains insurance‑producer licensure for activities tied to insurance products. It also relies on subscription‑style annual packages and regular periodicals/seminars rather than percentage‑of‑assets billing or asset management, a mix that differs from the typical adviser model in this peer group.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
Flat fees range from $350 to $2,500; financial coaching packages ranging from $950 (Green) to $12,000 (Platinum Elite Family)
Hourly fees up to $350/hour
Annual fees for financial coaching packages: $950 (Green), $1,750 (Gold), $2,750 (Platinum), $6,000 (Platinum Elite), $12,000 (Platinum Elite Family)
Fee-only: Hourly fees up to $350/hour; flat fees range from $350 to $2,500; annual package fees from $950 to $12,000
Main office location
Thompson Wealth Management, Inc.
400 Corporate Pointe, Ste. 300
Culver City CA 90230, United States
Number of offices
1
Most active in
Thompson Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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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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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