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Thomas Hill

Advisor at Cetera

Updated today

Location

Farmville, VA 23901

Credentials

CFP®, Series 63, Series 65

Industry experience

28 years

About

Thomas Hill is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Cetera. He previously worked at Avanatx Investment Services, Inc. for 27 years and operates a tax preparation and accounting practice, Hill and Davis, CPA, PC. Outside of advisory work, he is involved in farming and agriculture, managing a dairy operation with cattle and poultry. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

142 North Main St.

Farmville, VA 23901

Most active in

Virginia

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avanatx Investment Services, Inc.

1998 - 2025 (27 years)

Thomas I. Hill, CPA, PA

1993 - Present (33 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Bradley W

Series 63, Series 65

Farmville, VA

Davenport & Company LLC

Bradley Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Davenport & Company since 1993. Outside of his advisory role, he serves as chairperson for the Prince Edward County Industrial Development Authority and is a board member and investor in a local radio station. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment strategies managed by dedicated portfolio teams and supported by multiple specialized committees.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Brett W

Series 63, Series 65

Farmville, VA

Davenport & Company LLC

Brett Watson is a financial advisor with Davenport & Company LLC in Farmville, VA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with Davenport & Company since 1992. Outside of his advisory role, Watson is a member, singer, and guitar player in a local music band called The Porch Gliders and serves as a supervisor on the Prince Edward County Board of Supervisors representing the Town of Farmville. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and specialized portfolio management teams.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
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Lauren M

Series 66

Farmville, VA

Creative Planning

Lauren Mc Carty is a financial advisor with Creative Planning and holds a Series 66 designation. She has 22 years of experience in the industry, having previously worked at firms including Lockton Investment Securities, American Century Investment Services, Transamerica, and Diversified Investment Advisors. Mc Carty has been with Creative Planning since 2022. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Constance N

Series 66

Farmville, VA

Davenport & Company LLC

Constance Neilsen is a financial advisor at Davenport & Company LLC with 25 years of industry experience. She holds the Series 66 designation and has been with Davenport & Company since 1999. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts, mutual funds, ETFs, and retirement solutions.

Options & derivatives strategies Tax-loss harvesting Active portfolio management

Jay W

Series 66

Farmville, VA

Edward Jones

Jay Whited is a financial advisor with Edward Jones in Farmville, VA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015 and also serves in the District of Columbia Army National Guard since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Government Employee Founder/Business Owner Doctor or Medical Professional
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Dennis M

Series 63, Series 66

Farmville, VA

Edward Jones

Dennis Moore is a financial advisor with Edward Jones in Farmville, VA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he is an owner and landlord of residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers various managed strategies, tax-efficient services, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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