Thomas Balcom
1650 Wealth Management · Lighthouse Point, Florida
Thomas Balcom is a fee-only financial advisor at 1650 Wealth Management in Lighthouse Point, Florida, who holds the CFP credential. Thomas charges a percentage of assets.
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Who they serve
- Executives
- Founders
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | 1650 Wealth Management |
|---|---|
| Based in | Lighthouse Point, Florida |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $119.7M across 484 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, TX · CRD 5232857 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.1650wealth.com |
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Questions about Thomas
Is Thomas Balcom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and 1650 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 charges a percentage of assets.
Where is Thomas Balcom based?
Thomas Balcom is based in Lighthouse Point, Florida.
What credentials does Thomas Balcom hold?
Thomas Balcom holds the CFP credential.
Is Thomas Balcom registered with the SEC?
Yes. Thomas Balcom is registered as an investment adviser representative in FL, MA and TX (CRD 5232857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1650 Wealth Management manage?
1650 Wealth Management reports $119.7M across 484 accounts in assets under management.
How do I contact Thomas Balcom?
Through Thomas's website, www.1650wealth.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
- 1650 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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