THOMAS FINANCIAL PLANNING, LLC

THOMAS FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 120726). Regulatory assets under management: $19.1M.

Registration

• CRD: 120726
• Type: Registered investment adviser
• Phone: 715-891-4490
• Latest filing: 2026-01-13
• Regulatory AUM: $19.1M
• Discretionary AUM: $19.1M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120726 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search