Peter Tomassi
Tomassi Financial Planning · Derby, Kansas
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.
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Specialties
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 |
| Assets under management | $23.3M across 80 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, KS, TX · CRD 4935377 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tomassifinancialplanning.com |
| Profile |
How Peter's firm compares
- Tomassi Financial Planning's average account is about $291,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about Peter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas
Other advisors in Kansas who focus on retirement planning
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
- Tomassi Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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