Charles Thomas
Sfmg Wealth Advisors · Plano, Texas
Charles Thomas is a fee-only financial advisor at Sfmg Wealth Advisors in Plano, Texas, who holds the CFP credential. Sfmg Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Charles →
Facts
| Firm | Sfmg Wealth Advisors |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.96B across 4,323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6436503 |
| Exams passed | Series 65 (2014) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.sfmg.com |
How Charles's firm compares
- Sfmg Wealth Advisors's average account is about $684,000, from its Form ADV (assets managed divided by 4,323 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
Is Charles Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Sfmg Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Sfmg Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Thomas based?
Charles Thomas is based in Plano, Texas.
What credentials does Charles Thomas hold?
Charles Thomas holds the CFP credential.
Is Charles Thomas registered with the SEC?
Yes. Charles Thomas is registered as an investment adviser representative in TX (CRD 6436503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sfmg Wealth Advisors manage?
Sfmg Wealth Advisors reports $2.96B across 4,323 accounts in assets under management.
How do I contact Charles Thomas?
Through Charles's website, www.sfmg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.