# Joe Ciliberti > Joe Ciliberti is a fee-only financial advisor at Thayer Partners, LLC in Wyndmoor , Pennsylvania, who holds the CFP credential. Joe charges a percentage of assets and focuses on real estate investors, small business owners and retirement planning. Page: https://find.wellspent.co/advisors/joe-ciliberti/ Built from public directory listings; last checked April 25, 2026. ## Facts - **Firm:** Thayer Partners, LLC - **Based in:** Wyndmoor , Pennsylvania - **Fee model:** Percentage of assets - **Works virtually:** Yes (firm's website) - **Assets under management (firm):** $500M - $1B - **Credentials:** CFP - **Specialties:** Real estate investors, Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Pension planning, Sustainable & impact investing, Estate & legacy planning, Tax planning, Founders (pre-exit) - **Works with:** HENRY (High Earners, Not Rich Yet), Ultra high net worth, High earners, Founders, Executives, Early-career professionals, Pre-retirees, Retirees, Multi-generational families, Cross-border families, Real estate investors - **CRD:** 3274867 (https://adviserinfo.sec.gov/individual/summary/3274867) - **SEC registration:** Investment adviser representative in FL - **Exams passed:** Series 63 (2003), Series 66 (2017) - **Firm size:** 11 employees - **Disclosures:** None reported - **Website:** https://thayerpartnersllc.com/joe-ciliberti/ ## About At Thayer Partners, we are committed to helping you achieve your financial goals through personalized, comprehensive, and transparent wealth management services. Why Choose Thayer Partners? Independent & Objective Advice: As an independent firm, we are free from the self-serving motives of larger investment firms, ensuring that our guidance serves and benefits our clients exclusively. Personalized Service: We are small enough to know you personally, yet strong enough to deliver industry-leading resources. Transparent Communication: We keep you informed in clear, uncomplicated terms, free of technical jargon, so you know exactly what to expect each step of the way. Comprehensive Approach: Our services are designed to integrate all aspects of your financial life, providing a holistic approach to wealth management. ## Frequently asked questions ### Is Joe Ciliberti a fee-only financial advisor? Yes. Joe Ciliberti is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joe's firm. ### How does Joe charge for financial advice? Joe charges a percentage of assets. ### Does Joe work with clients virtually? Yes. Thayer Partners, LLC says on its website that it works with clients remotely. ### Where is Joe Ciliberti based? Joe Ciliberti is based in Wyndmoor , Pennsylvania. ### What does Joe specialize in? Joe's specialties include real estate investors, small business owners, retirement planning, family wealth transfer, equity compensation and pension planning. Joe works with HENRY (High Earners, Not Rich Yet), ultra high net worth, high earners, founders and executives. ### What credentials does Joe Ciliberti hold? Joe Ciliberti holds the CFP credential. ### Is Joe Ciliberti registered with the SEC? Yes. Joe Ciliberti is registered as an investment adviser representative in FL (CRD 3274867), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How much does Thayer Partners, LLC manage? Thayer Partners, LLC reports $500M - $1B in assets under management. ### How do I contact Joe Ciliberti? Through Joe's website, thayerpartnersllc.com/joe-ciliberti. ## Sources - Public advisor directory: listed as 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://www.thayerpartnersllc.com/joe-ciliberti/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.