Davis Thompson
Thompson & Thompson Investment Advisors · Pasadena, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $27.6M across 55 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7199870 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tnt-advisors.com |
| Profile |
How Davis's firm compares
- Thompson & Thompson Investment Advisors's average account is about $502,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Davis
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Thompson & Thompson Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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