Thomas Financial Planning, LLC
Thomas Financial Planning, LLC (CRD# 120726) is a financial advisory firm headquartered in , . They manage $25,811,593 in 35 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$737,474
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI, TX, WI
James Thomas (CRD# 4627999) is an Investment Advisor Representative working at Thomas Financial Planning, LLC in Land O'Lakes, WI and has 1 year of experience in the finance industry. James Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.