Thomas Bowman
Investors Portfolio Services · Puyallup, Washington
Thomas Bowman is a fee-only financial advisor at Investors Portfolio Services in Puyallup, Washington, who holds the CFP and CFA credentials. Thomas focuses on retirement planning, tax planning and estate & legacy planning. Investors Portfolio Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Thomas →
Specialties
Who they serve
- Retirees
- High earners
- Real estate investors
- Founders
Facts
| Firm | Investors Portfolio Services |
|---|---|
| Based in | Puyallup, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $238.8M across 830 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TX, WA · CRD 6343756 |
| Exams passed | Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | investorsportfolioservices.com |
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
Is Thomas Bowman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Investors Portfolio Services 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, Investors Portfolio Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Thomas work with clients virtually?
Yes. Investors Portfolio Services says on its website that it works with clients remotely.
Where is Thomas Bowman based?
Thomas Bowman is based in Puyallup, Washington.
What does Thomas specialize in?
Thomas's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, founders (pre-exit) and equity compensation. Thomas works with retirees, high earners, real estate investors and founders.
What credentials does Thomas Bowman hold?
Thomas Bowman holds the CFP and CFA credentials.
Is Thomas Bowman registered with the SEC?
Yes. Thomas Bowman is registered as an investment adviser representative in TX and WA (CRD 6343756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investors Portfolio Services manage?
Investors Portfolio Services reports $238.8M across 830 accounts in assets under management.
How do I contact Thomas Bowman?
Through Thomas's website, investorsportfolioservices.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
- Investors Portfolio Services 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.
See something wrong? Request a correction. Read our methodology.