Derek Thomsen
RED Seven Wealth Management · La Palma, California
Derek Thomsen is a fee-only financial advisor at RED Seven Wealth Management in La Palma, California, who holds the CFP credential. Derek focuses on retirement planning, tax planning and estate & legacy planning. RED Seven Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | RED Seven Wealth Management |
|---|---|
| Based in | La Palma, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $104.4M across 823 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6379474 |
| Exams passed | Series 66 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | red7wm.com |
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Questions about Derek
Is Derek Thomsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and RED Seven Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, RED Seven Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Derek Thomsen based?
Derek Thomsen is based in La Palma, California.
What does Derek specialize in?
Derek's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Derek works with retirees, pre-retirees and founders.
What credentials does Derek Thomsen hold?
Derek Thomsen holds the CFP credential.
Is Derek Thomsen registered with the SEC?
Yes. Derek Thomsen is registered as an investment adviser representative in CA (CRD 6379474), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RED Seven Wealth Management manage?
RED Seven Wealth Management reports $104.4M across 823 accounts in assets under management.
How do I contact Derek Thomsen?
Through Derek's website, red7wm.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
- RED Seven Wealth Management 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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