# Davis Thompson

> Davis Thompson is a fee-only financial advisor at Thompson & Thompson Investment Advisors in Pasadena, California. Davis charges a percentage of assets (0.6% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/davis-thompson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Thompson & Thompson Investment Advisors
- **Based in:** Pasadena, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.6% a year on the first tier of assets managed
- **Assets under management (firm):** $27.6M across 55 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7199870 (https://adviserinfo.sec.gov/individual/summary/7199870)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.tnt-advisors.com

## Frequently asked questions

### Is Davis Thompson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Davis holds no broker registration, and Thompson & Thompson Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Davis charge for financial advice?

Davis charges a percentage of assets.

### How much does Davis charge?

According to Thompson & Thompson Investment Advisors's website, checked October 30, 2026: 0.6% a year on the first tier of assets managed.

### Where is Davis Thompson based?

Davis Thompson is based in Pasadena, California.

### What does Davis specialize in?

Davis's specialties include retirement planning. Davis works with retirees and pre-retirees.

### Is Davis Thompson registered with the SEC?

Yes. Davis Thompson is registered as an investment adviser representative in CA (CRD 7199870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Thompson & Thompson Investment Advisors manage?

Thompson & Thompson Investment Advisors reports $27.6M across 55 accounts in assets under management.

### How do I contact Davis Thompson?

Through Davis's website, www.tnt-advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7199870): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tnt-advisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.