Glenn Tom
Personal Best Financial · Oakland, California
Glenn Tom is a fee-only financial advisor at Personal Best Financial in Oakland, California, who holds the CFP credential. Glenn charges an ongoing planning fee (typically works with clients with $500,000 or more) and focuses on small business owners.
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Specialties
Who they serve
- Tech employees
- Physicians
- High earners
Facts
| Firm | Personal Best Financial |
|---|---|
| Based in | Oakland, California |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $500,000 or more |
| Assets under management | $33.2M across 71 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3128150 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | personalbestfinancial.com |
| Profile |
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Questions about Glenn
Is Glenn Tom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Glenn holds no broker registration, and Personal Best Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Glenn charge for financial advice?
Glenn charges an ongoing planning fee.
How much does Glenn charge?
According to Personal Best Financial's website, checked October 30, 2026: typically works with clients with $500,000 or more.
Where is Glenn Tom based?
Glenn Tom is based in Oakland, California.
What does Glenn specialize in?
Glenn's specialties include small business owners. Glenn works with tech employees, physicians and high earners.
What credentials does Glenn Tom hold?
Glenn Tom holds the CFP credential.
Is Glenn Tom registered with the SEC?
Yes. Glenn Tom is registered as an investment adviser representative in CA (CRD 3128150), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Personal Best Financial manage?
Personal Best Financial reports $33.2M across 71 accounts in assets under management.
How do I contact Glenn Tom?
Through Glenn's website, personalbestfinancial.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
- Personal Best Financial 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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