Marie Thomasson
Modern Assets · Los Angeles, California
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.
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Facts
| Firm | Modern Assets |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $7.6M across 54 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6724246 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Marie's firm compares
- Modern Assets's average account is about $140,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Marie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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