About THOMPSON WEALTH ADVISORS
THOMPSON WEALTH ADVISORS is a respected financial advisory firm that has been providing expert guidance to clients for over 20 years. Led by a team of experienced professionals, THOMPSON WEALTH ADVISORS offers a wide range of financial services to cater to the diverse needs of their clients.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance for over 20 years
- Wide range of financial services offered
- Experienced team of professionals
Facts and Insights
The table below provides publicly available numbers for THOMPSON WEALTH ADVISORS’ assets under management, number of advisors, and time in business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 12 |
| Time in Business | Over 20 years |
Financial Services Offered
THOMPSON WEALTH ADVISORS offers a comprehensive range of financial services, including:
- Financial planning
- Retirement planning
- Investment management
- Tax planning
- Estate planning
Client Types
THOMPSON WEALTH ADVISORS serves a diverse client base, including:
- High-net-worth individuals
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
THOMPSON WEALTH ADVISORS offers transparent and competitive fee structures, based on the services provided and the complexity of each client’s financial situation. Fees are typically charged as a percentage of assets under management, and may also include hourly fees for consulting services.
Background
THOMPSON WEALTH ADVISORS was founded in 1999 by James Thompson, a highly experienced and respected financial advisor. Under his leadership, the firm has grown to become a trusted and reputable name in the financial industry.
Financial Advisor Disclosures to Know
In accordance with industry regulations, THOMPSON WEALTH ADVISORS may have certain disclosures that clients should be aware of. These may include conflicts of interest or disciplinary actions taken against the firm or its advisors. Clients are encouraged to review these disclosures before entering into a working relationship with the firm.