# Marie Thomasson

> Marie Thomasson is a fee-only financial advisor at Modern Assets in Los Angeles, California, who holds the CFP credential. Modern Assets reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Modern Assets
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $7.6M across 54 accounts
- **Credentials:** CFP
- **CRD:** 6724246 (https://adviserinfo.sec.gov/individual/summary/6724246)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Marie Thomasson a fee-only financial advisor?

Yes. Marie Thomasson 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 Marie's firm.

### How does Marie charge for financial advice?

Marie's firm, Modern Assets, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Marie Thomasson based?

Marie Thomasson is based in Los Angeles, California.

### What credentials does Marie Thomasson hold?

Marie Thomasson holds the CFP credential.

### Is Marie Thomasson registered with the SEC?

Yes. Marie Thomasson is registered as an investment adviser representative in CA (CRD 6724246), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Modern Assets manage?

Modern Assets reports $7.6M across 54 accounts in assets under management.

### How do I contact Marie Thomasson?

Contact details aren't on file yet. Search for Modern Assets.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45767): 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

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