Thompson Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Thompson Wealth Management provides financial coaching and consulting to individuals, trusts, estates, pension and profit‑sharing plans, and business entities. Its engagements range from standalone consulting to written coaching packages that address retirement and estate planning, tax and corporate-structure matters, real estate analysis, cost segregation studies, mortgage and debt evaluation, and insurance review.
The firm does not provide discretionary portfolio management or ongoing investment advice; it focuses on education, planning deliverables, and client-directed implementation delivered on an hourly, flat‑fee, or annual package basis. Clients who enroll in recurring packages receive periodic communications and educational programming, including weekly market updates and monthly seminars, while one‑time consulting clients generally do not receive ongoing plan reviews unless they request follow‑up services.
Noteworthy for a small, supported firm, Thompson combines traditional financial coaching with a heavier emphasis on real estate‑related and tax-structure services and maintains insurance‑producer licensure for activities tied to insurance products. It also relies on subscription‑style annual packages and regular periodicals/seminars rather than percentage‑of‑assets billing or asset management, a mix that differs from the typical adviser model in this peer group.
Client services
Expertise
Fee options
Flat fees range from $350 to $2,500; financial coaching packages ranging from $950 (Green) to $12,000 (Platinum Elite Family)
Hourly fees up to $350/hour
Annual fees for financial coaching packages: $950 (Green), $1,750 (Gold), $2,750 (Platinum), $6,000 (Platinum Elite), $12,000 (Platinum Elite Family)
Fee-only: Hourly fees up to $350/hour; flat fees range from $350 to $2,500; annual package fees from $950 to $12,000
Main office
400 Corporate Pointe, Ste. 300
Culver City CA 90230
Advisors at this office
1
Most active in
California · Georgia · Texas
Also doing business as
Thompson Wealth Management · Thompson Wealth Management, Inc. · Total Wealth Management
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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