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Advisor

Andrea Thompson

Modern Cents · Toronto, Ontario, Canada

Andrea Thompson is a fee-only financial advisor at Modern Cents in Toronto, Ontario, Canada, who holds the CFP, CRPC and CLU credentials. Andrea charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from C$2,388 a year and one-time plans from C$3,000) and focuses on cross-border (US / Canada), retirement planning and tax planning.

Flat fee or retainerOngoing planning feeOne-time planning fee Fee-only CFPCRPCCLUCHS

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Specialties

Who they serve

  • Cross-border families
  • Canadians in the US
  • Founders

Facts

FirmModern Cents
Based in Toronto, Ontario, Canada
Fee modelFlat fee or retainer · Ongoing planning fee · One-time planning fee · Hourly
Fees (firm's website)Ongoing planning from C$2,388 a year · One-time plans from C$3,000
Accepting new clientsYes
CredentialsCFP · CRPC · CLU · CHS
Websitewww.moderncents.ca

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Questions about Andrea

Is Andrea Thompson a fee-only financial advisor?

Yes. Andrea Thompson is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does Andrea charge for financial advice?

Andrea charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.

How much does Andrea charge?

According to Modern Cents's website, checked October 28, 2026: ongoing planning from C$2,388 a year; one-time plans from C$3,000.

Where is Andrea Thompson based?

Andrea Thompson is based in Toronto, Ontario, Canada.

What does Andrea specialize in?

Andrea's specialties include cross-border (US / Canada), retirement planning, tax planning, estate & legacy planning and small business owners. Andrea works with cross-border families, Canadians in the US and founders.

What credentials does Andrea Thompson hold?

Andrea Thompson holds the CFP, CRPC, CLU and CHS credentials.

How do I contact Andrea Thompson?

Through Andrea's website, www.moderncents.ca.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • Modern Cents website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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