Theodore Svirbly
T.S. Financial Planning · Derry, New Hampshire
Theodore Svirbly is a fee-only financial advisor at T.S. Financial Planning in Derry, New Hampshire. T.S. Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | T.S. Financial Planning |
|---|---|
| Based in | Derry, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.2M across 22 accounts |
| SEC registration | Investment adviser representative in NH · CRD 6878087 |
| Exams passed | Series 63 (2019) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Theodore's firm compares
- T.S. Financial Planning's average account is about $145,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Theodore
Is Theodore Svirbly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and T.S. Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theodore charge for financial advice?
Theodore's firm, T.S. Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Theodore Svirbly based?
Theodore Svirbly is based in Derry, New Hampshire.
Is Theodore Svirbly registered with the SEC?
Yes. Theodore Svirbly is registered as an investment adviser representative in NH (CRD 6878087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does T.S. Financial Planning manage?
T.S. Financial Planning reports $3.2M across 22 accounts in assets under management.
How do I contact Theodore Svirbly?
Contact details aren't on file yet. Search for T.S. Financial Planning.
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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