Thomas Elliot Weed
Advisor at Mutual Advisors, LLC — Vancouver, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
18 years
Location
Vancouver, WA 98684
Mutual Advisors, LLC
Multi-team
Thomas Weed is a financial advisor with Mutual Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Mutual Advisors since 2018 and has prior experience with Whitehouse Wealth Management and Cetera Advisor Networks. Outside of advising, he operates as an independent insurance agent and is involved as a donor with the Make-A-Wish Foundation. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers asset management and financial planning through active and passive strategies, employing multiple analytical approaches and third-party tools to customize portfolios aligned with clients’ objectives.
Based on Mutual Advisors, LLC
Based on Mutual Advisors, LLC
Financial Consultation Services charged as fixed fees negotiated per project, with potential retainers up to $1,200; may include pro-rated refunds if engagement terminates early.
$0+: Up to 2.00% annually - varies and negotiable based on complexity, services provided, experience of the IAR, and asset size; fee structures include fixed flat percentage, tiered schedule applying different rates to asset levels, or linear fee schedules with breakpoints. $0+: 0.25% to 1.25% annually for American Funds F2 Direct Accounts, calculated and debited quarterly in arrears based on average daily balance; can be fixed flat percentage or tiered schedule. $0+: Up to 1.00% annually for ERISA Plan Advisory & Consulting services, negotiable; may be fixed flat percentage, tiered fee schedule, or linear fee schedule.
IARs may receive commissions and trailing 12b-1 fees in their capacity as Registered Representatives of related broker-dealer Mutual Securities, Inc. for commissionable insurance and securities products; however, advisory fees are not charged concurrently on those assets.
Financial Consultation Services may be charged based on an hourly rate as negotiated for consulting services.
Minimum fee: May include a minimum quarterly fee which may be waived at the IAR's discretion. Fee-only: Financial Consultation Services charged as fixed fees negotiated per project, not to exceed $1,200 retainer when services cannot be rendered within 6 months; fees may be hourly, percentage of assets, or flat fees.
Vancouver, WA
201 NE Park Plaza Drive, Ste. 225
Vancouver WA 98684
Advisors at this office
3
Washington
18 years of industry experience
Mutual Advisors, Llc.
2018 - Present • 8 years
Omaha, NE
Mutual Securities, Inc.
2018 - Present • 8 years
Camarillo, CA
Whitehouse Wealth Management
2014 - Present • 12 years
Vancouver, WA
Cetera Advisor Networks
2014 - 2018 • 4 years
El Segundo, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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