# Gene Thompson

> Gene Thompson is a fee-only financial advisor at Iconoclastic Capital Management in Brooklyn, New York, who holds the CFP, ChFC and RICP credentials. Gene charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,500 a year and one-time plans from $5,000) and focuses on tax planning, estate & legacy planning and equity compensation.

Page: https://find.wellspent.co/advisors/gene-thompson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Iconoclastic Capital Management
- **Based in:** Brooklyn, New York
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,500 a year; one-time plans from $5,000; 0.9% a year on the first tier of assets managed
- **Assets under management (firm):** $68.2M across 506 accounts
- **Credentials:** CFP, ChFC, RICP, Certified Student Loan Professional, CLU
- **Specialties:** Tax planning, Estate & legacy planning, Equity compensation, Student loans, Real estate investors
- **Works with:** High earners, Founders
- **CRD:** 6382854 (https://adviserinfo.sec.gov/individual/summary/6382854)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2015)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://iconocapital.com

## Frequently asked questions

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

Yes. Gene Thompson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gene's firm.

### How does Gene charge for financial advice?

Gene charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Gene charge?

According to Iconoclastic Capital Management's website, checked October 28, 2026: ongoing planning from $4,500 a year; one-time plans from $5,000; 0.9% a year on the first tier of assets managed.

### Where is Gene Thompson based?

Gene Thompson is based in Brooklyn, New York.

### What does Gene specialize in?

Gene's specialties include tax planning, estate & legacy planning, equity compensation, student loans and real estate investors. Gene works with high earners and founders.

### What credentials does Gene Thompson hold?

Gene Thompson holds the CFP, ChFC, RICP, Certified Student Loan Professional and CLU credentials.

### Is Gene Thompson registered with the SEC?

Yes. Gene Thompson is registered as an investment adviser representative in NY (CRD 6382854), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Iconoclastic Capital Management manage?

Iconoclastic Capital Management reports $68.2M across 506 accounts in assets under management.

### How do I contact Gene Thompson?

Through Gene's website, iconocapital.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46049): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://iconocapital.com/): specialties, clients served, and fees, checked October 28, 2026

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