Mary Tomlin
Tomlin Financial Advisors · Norfolk, Virginia
Mary Tomlin is a fee-only financial advisor at Tomlin Financial Advisors in Norfolk, Virginia, who holds the CFP credential. Tomlin Financial Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Tomlin Financial Advisors |
|---|---|
| Based in | Norfolk, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $79.5M across 167 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, VA · CRD 4462174 |
| Exams passed | Series 63 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tomlinfinancialadvisors.com |
| Profile |
How Mary's firm compares
- Tomlin Financial Advisors's average account is about $476,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about Mary
Is Mary Tomlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Tomlin Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Tomlin Financial Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mary Tomlin based?
Mary Tomlin is based in Norfolk, Virginia.
What credentials does Mary Tomlin hold?
Mary Tomlin holds the CFP credential.
Is Mary Tomlin registered with the SEC?
Yes. Mary Tomlin is registered as an investment adviser representative in AL and VA (CRD 4462174), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tomlin Financial Advisors manage?
Tomlin Financial Advisors reports $79.5M across 167 accounts in assets under management.
How do I contact Mary Tomlin?
Through Mary's website, www.tomlinfinancialadvisors.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
- 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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