# Peter Tomassi

> Peter Tomassi is a fee-only financial advisor at Tomassi Financial Planning in Derby, Kansas, who holds the CFP credential. Peter focuses on retirement planning and estate & legacy planning. Tomassi Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/peter-tomassi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tomassi Financial Planning
- **Based in:** Derby, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $23.3M across 80 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 4935377 (https://adviserinfo.sec.gov/individual/summary/4935377)
- **SEC registration:** Investment adviser representative in CO, KS, TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.tomassifinancialplanning.com

## Frequently asked questions

### Is Peter Tomassi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Tomassi Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter's firm, Tomassi Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Peter Tomassi based?

Peter Tomassi is based in Derby, Kansas.

### What does Peter specialize in?

Peter's specialties include retirement planning and estate & legacy planning.

### What credentials does Peter Tomassi hold?

Peter Tomassi holds the CFP credential.

### Is Peter Tomassi registered with the SEC?

Yes. Peter Tomassi is registered as an investment adviser representative in CO, KS and TX (CRD 4935377), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tomassi Financial Planning manage?

Tomassi Financial Planning reports $23.3M across 80 accounts in assets under management.

### How do I contact Peter Tomassi?

Through Peter's website, www.tomassifinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4935377): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tomassifinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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