# Thomas Anderson

> Thomas Anderson is a fee-only financial advisor at Havaplan Financial in Newport Beach, California, who holds the CFP credential. Havaplan Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-anderson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Havaplan Financial
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $98.6M across 143 accounts
- **Credentials:** CFP
- **CRD:** 8175047 (https://adviserinfo.sec.gov/individual/summary/8175047)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Thomas Anderson a fee-only financial advisor?

Yes. Thomas Anderson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Thomas's firm.

### How does Thomas charge for financial advice?

Thomas's firm, Havaplan Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Thomas Anderson based?

Thomas Anderson is based in Newport Beach, California.

### What credentials does Thomas Anderson hold?

Thomas Anderson holds the CFP credential.

### Is Thomas Anderson registered with the SEC?

Yes. Thomas Anderson is registered as an investment adviser representative in CA (CRD 8175047), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Havaplan Financial manage?

Havaplan Financial reports $98.6M across 143 accounts in assets under management.

### How do I contact Thomas Anderson?

Contact details aren't on file yet. Search for Havaplan Financial.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/thomas-anderson-anderson-38176): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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