Thomas Anderson
Havaplan Financial · Newport Beach, California
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.
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Facts
| Firm | Havaplan Financial |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $98.6M across 143 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 8175047 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Thomas's firm compares
- Havaplan Financial's average account is about $690,000, from its Form ADV (assets managed divided by 143 accounts).
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Questions about Thomas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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