Edna J. Thompsen, CFP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only financial planning and personal finance administration to a very small group of individual clients and also serves as a fiduciary advisor to employer 401(k) plans. It delivers comprehensive and limited-scope planning, written recommendations, and coordination with clients’ existing brokers and other professionals.
Instead of managing client portfolios or charging a percentage of assets under management, the firm charges hourly and fixed fees for planning and administration and may provide periodic monitoring by arrangement. Investment advice is based on fundamental analysis and typically recommends passive mutual funds and ETFs for core allocations, while implementation and custody remain with the client or their chosen broker.
Noteworthy for a solo independent adviser, the firm offers hands-on administration services — such as tracking finances in Quicken, balancing checkbooks, organizing estate planning documents, and coordinating tax documents — that go beyond typical planning-only practices. The brochure also discloses that the firm does not accept commissions or referral fees, does not have discretionary trading authority or custody, and has recently discontinued certain credentials and collaborative divorce services.
Client services
Expertise
Fee options
Comprehensive financial plan fee typically ranges from $1,500 to $2,400
$175 per hour for financial consulting; $75 per hour for administration services
Fee-only: $175 per hour for financial consulting; $75 per hour for administration services; comprehensive financial plan fee typically ranges from $1,500 to $2,400
Main office
Spring TX
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Edna J. Thompsen, Cfp · Thompsen, Edna Jean
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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