Provide publicly available numbers for the tables to publications
About THOMASON FINANCIAL, LLC
THOMASON FINANCIAL, LLC is a leading financial advisory firm that specializes in helping clients navigate the complex world of personal finance. With years of experience in the industry, THOMASON FINANCIAL, LLC has established itself as a trusted and reliable source for financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and solutions
- Assists in setting financial goals and creating a plan to achieve them
- Educates clients on the different aspects of financial management
- Monitors and updates clients’ financial plans regularly
Facts and Insights
THOMASON FINANCIAL, LLC has a strong track record of helping clients achieve their financial goals. Their detailed and personalized approach to financial planning has garnered a high satisfaction rate among clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 15 years |
Financial Services Offered
THOMASON FINANCIAL, LLC offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance solutions
Client Types
THOMASON FINANCIAL, LLC serves a diverse clientele, including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Retirees
Fees & Compensation
THOMASON FINANCIAL, LLC believes in transparency and offers a fee-based compensation model. This means that clients are charged a percentage of their assets under management as a fee for the services provided. This aligns the advisor’s success with the success of the clients’ investments.
Background
THOMASON FINANCIAL, LLC was founded by John Thomason, a highly experienced and qualified financial advisor. John has a Bachelor’s degree in Finance from a top university in the country and has also obtained his Certified Financial Planner (CFP) designation. He has been in the financial industry for over 20 years and is dedicated to helping clients achieve financial security and stability.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, THOMASON FINANCIAL, LLC is legally obligated to disclose any potential conflicts of interest or disclosures that may impact their services. It is important for clients to be aware of these before entering into an advisory relationship. Some potential disclosures to know include:
- Any affiliations with other financial companies
- Compensation received from third-party providers of investment products
- Any disciplinary or legal action taken against the firm or its advisors in the past 10 years
For more detailed information, clients can refer to THOMASON FINANCIAL, LLC’s Form ADV, which is available on the Securities and Exchange Commission (SEC) website.