Advisor at Thomas Financial Planning, LLC
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Location
Land O' Lakes, WI
Credentials
CFP®
Industry experience
20 years
James Thomas is a CFP® professional with 27 years of experience at Thomas Financial Planning, LLC, an independent advisory firm he has operated since 1999. He serves as financial secretary for the Endowment Fund at Prince of Peace Lutheran Church in Eagle River, WI, providing investment advice and preparing quarterly reports on a volunteer basis. Thomas Financial Planning, LLC is a fee-only registered investment adviser serving a small client base that includes individuals, high-net-worth clients, and select charitable institutions. The firm employs a tactical asset allocation process focused on diversified portfolios mainly through mutual funds, with discretionary portfolio management and an emphasis on periodic rebalancing and cost control.
$0 - $200,000: 1.10% $200,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.60%
Fee-only: Fee-only asset management; no commissions or performance fees charged.
Land O' Lakes, WI
Wisconsin
Thomas Financial Planning
1999 - Present (27 years)
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Real estate agent
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