Thomas Bruce
Tanglewood Total Wealth Management · Houston, Texas
Thomas Bruce is a fee-only financial advisor at Tanglewood Total Wealth Management in Houston, Texas. Thomas focuses on retirement planning, estate & legacy planning and tax planning. Tanglewood Total Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Thomas →
Specialties
Who they serve
- Founders
- Executives
- Physicians
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Tanglewood Total Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.59B across 1,296 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8032217 |
| Exams passed | Series 65 (2025) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.tanglewoodwealth.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 Bruce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Tanglewood Total 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's firm, Tanglewood Total Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Bruce based?
Thomas Bruce is based in Houston, Texas.
What does Thomas specialize in?
Thomas's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, family wealth transfer and founders (pre-exit). Thomas works with founders, executives, physicians, multi-generational families and mid-life transitions.
Is Thomas Bruce registered with the SEC?
Yes. Thomas Bruce is registered as an investment adviser representative in TX (CRD 8032217), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tanglewood Total Wealth Management manage?
Tanglewood Total Wealth Management reports $1.59B across 1,296 accounts in assets under management.
How do I contact Thomas Bruce?
Through Thomas's website, www.tanglewoodwealth.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
- Tanglewood Total 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.
See something wrong? Request a correction. Read our methodology.