Thompson Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Thompson Financial Advisors is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to a mix of institutional and private clients, including corporate pension and profit‑sharing plans, foundations, endowments, trusts, and individuals. The firm also offers an online robo‑advisory service and, separately, recommends and sells insurance, annuities, and mortgage products for which it receives customary commissions.
The firm’s investment process uses both fundamental and technical analysis and produces an Investment Policy Statement for each client to document asset allocation, risk tolerance, and objectives; it also describes procedures to seek fair and equitable allocation of investment opportunities among clients. Thompson Financial Advisors oversees algorithmic robo‑advisory portfolios but discloses it does not exercise discretionary trading authority over client accounts.
What distinguishes the firm from many peers is its active involvement in insurance and mortgage brokerage alongside advisory services: the brochure states licensed insurance and mortgage activities account for roughly 90% of the principal’s time and the firm is affiliated with an insurance business. The firm’s combination of pension consulting, commissionable insurance product sales, and an affiliated insurance practice is less common among investment manager firms and represents a potential source of conflicts that the brochure says the firm monitors.
Client services
Expertise
Fee options
Financial planning fees range from $100 to $5,000 per plan, negotiable depending on complexity.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,000+: 1.00%
$250 per hour for financial consulting services.
Main office
N. Chesterfield VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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