Thomas Alexa
Alexa Wealth Management · Deep River, Connecticut
Thomas Alexa is a fee-only financial advisor at Alexa Wealth Management in Deep River, Connecticut. Alexa Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Alexa Wealth Management |
|---|---|
| Based in | Deep River, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $21.1M across 48 accounts |
| SEC registration | Investment adviser representative in CT, FL · CRD 2878569 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tomalexa.com |
How Thomas's firm compares
- Alexa Wealth Management's average account is about $440,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Thomas
Is Thomas Alexa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Alexa Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Alexa Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Thomas charge?
According to Alexa Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Thomas Alexa based?
Thomas Alexa is based in Deep River, Connecticut.
Is Thomas Alexa registered with the SEC?
Yes. Thomas Alexa is registered as an investment adviser representative in CT and FL (CRD 2878569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alexa Wealth Management manage?
Alexa Wealth Management reports $21.1M across 48 accounts in assets under management.
How do I contact Thomas Alexa?
Through Thomas's website, tomalexa.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
- Alexa Wealth Management 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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