Gary Thomas
Turner Financial Group · San Rafael, California
Gary Thomas is a fee-only financial advisor at Turner Financial Group in San Rafael, California, who holds the CFP credential. Turner Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Turner Financial Group |
|---|---|
| Based in | San Rafael, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $229.6M across 1,132 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1411067 |
| Exams passed | Series 63 (1989) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.gfthomasadvisory.com |
How Gary's firm compares
- Turner Financial Group's average account is about $203,000, from its Form ADV (assets managed divided by 1,132 accounts).
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Questions about Gary
Is Gary Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Turner Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Turner Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Thomas based?
Gary Thomas is based in San Rafael, California.
What credentials does Gary Thomas hold?
Gary Thomas holds the CFP credential.
Is Gary Thomas registered with the SEC?
Yes. Gary Thomas is registered as an investment adviser representative in CA (CRD 1411067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Turner Financial Group manage?
Turner Financial Group reports $229.6M across 1,132 accounts in assets under management.
How do I contact Gary Thomas?
Through Gary's website, www.gfthomasadvisory.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
- 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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