Gary Thomas
GT Financial · Mandeville, Louisiana
Gary Thomas is a fee-only financial advisor at GT Financial in Mandeville, Louisiana, who holds the PFS credential. GT Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | GT Financial |
|---|---|
| Based in | Mandeville, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $49.7M across 35 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in LA, TX · CRD 4472550 |
| Exams passed | Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Gary's firm compares
- GT Financial's average account is about $1.4 million, from its Form ADV (assets managed divided by 35 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 GT Financial 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, GT Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gary Thomas based?
Gary Thomas is based in Mandeville, Louisiana.
What credentials does Gary Thomas hold?
Gary Thomas holds the PFS credential.
Is Gary Thomas registered with the SEC?
Yes. Gary Thomas is registered as an investment adviser representative in LA and TX (CRD 4472550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GT Financial manage?
GT Financial reports $49.7M across 35 accounts in assets under management.
How do I contact Gary Thomas?
Contact details aren't on file yet. Search for GT Financial.
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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