Tomassi Financial Planning, LLC

Tomassi Financial Planning, LLC (CRD# 166577) is a financial advisory firm headquartered in , . They manage $17,300,000 in 80 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.tomassifinancialplanning.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $216,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Tomassi Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Tomassi, financial advisor Berthoud CO
Peter J. Tomassi
CRD#: 4935377
Berthoud, CO

Peter Tomassi (CRD# 4935377) is an Investment Advisor Representative working at Tomassi Financial Planning, LLC in Berthoud, CO and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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