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Edna T
CFP®, Series 63
Spring, TX
Edna J. Thompsen, CFP
Edna Thompsen is a Certified Financial Planner (CFP®) with 31 years of experience, operating her independent firm, Edna J. Thompsen, CFP, since 1995. She holds a Series 63 license and has 12 years of industry experience under that designation. Her firm provides fee-only financial planning and personal finance administration to a small number of individual clients and serves as a fiduciary advisor to employer 401(k) plans. The firm uses a fee structure based on hourly and fixed fees rather than asset-based charges and typically recommends passive mutual funds and ETFs, while clients retain control of investments through their chosen brokers.
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