Thomas Brady
Brady Family Wealth · Saint Louis, Missouri
Thomas Brady is a fee-only financial advisor at Brady Family Wealth in Saint Louis, Missouri, who holds the CFP and CFA credentials. Thomas focuses on retirement planning, tax planning and family wealth transfer. Brady Family Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Brady Family Wealth |
|---|---|
| Based in | Saint Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $312.7M across 259 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MO, TX · CRD 1571308 |
| Exams passed | Series 63 (2001) · Series 66 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bradyfamilywealth.com |
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Questions about Thomas
Is Thomas Brady a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Brady Family Wealth 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, Brady Family Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Brady based?
Thomas Brady is based in Saint Louis, Missouri.
What does Thomas specialize in?
Thomas's specialties include retirement planning, tax planning and family wealth transfer. Thomas works with multi-generational families.
What credentials does Thomas Brady hold?
Thomas Brady holds the CFP and CFA credentials.
Is Thomas Brady registered with the SEC?
Yes. Thomas Brady is registered as an investment adviser representative in MO and TX (CRD 1571308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brady Family Wealth manage?
Brady Family Wealth reports $312.7M across 259 accounts in assets under management.
How do I contact Thomas Brady?
Through Thomas's website, www.bradyfamilywealth.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
- Brady Family Wealth 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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