Thomas Everett Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,440,943
Clients
66
Advisors
1
of 1 employees
About
Thomas Everett Investments is an independent, state‑registered advisory firm founded in 2019 and registered to provide investment advice in 2022. It offers asset management, financial planning, third‑party manager referrals, and retirement plan consulting to a mix of individual clients, trusts and estates, and charitable organizations.
The firm provides both discretionary and non‑discretionary portfolio management but reports that nearly all client assets are managed on a non‑discretionary basis, meaning it typically recommends trades that require client approval before execution; its investment analysis includes fundamental, technical and quantitative methods. Implementation may involve third‑party managed account programs and sub‑advisors, with ongoing monitoring and periodic account reviews and reporting.
What is less common for a solo independent adviser is the combination of pension consulting (acting in either a 3(21) advisory role or as a 3(38) investment manager) and actively serving charitable organization clients. The firm also conducts educational seminars and workshops for the public and plan participants and discloses outside business activities, including an insurance practice and community pastoral work, that could affect client relationships.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees: $1,000 to $8,000 flat fee
$0 - $25,000: 2.00% annually $25,001 - $50,000: 1.70% annually $50,001 - $100,000: 1.40% annually $100,001 - $500,000: 1.35% annually $500,001 - $750,000: 1.15% annually $750,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001 - $5,000,000: 0.55% annually $5,000,001+: Negotiable
Fee-only: Financial planning flat fees ranging from $1,000 to $8,000
Main office
Columbus OH
Advisors at this office
1
Most active in
Ohio
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:
-
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)