Thomas Cakert
TC Financial Management, CO · Ventnor, New Jersey
Thomas Cakert is a fee-only financial advisor at TC Financial Management, CO in Ventnor, New Jersey, who holds the CFP credential. TC Financial Management, CO reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | TC Financial Management, CO |
|---|---|
| Based in | Ventnor, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $122.7M across 366 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 4722310 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | tcfinancialmgmt.com |
How Thomas's firm compares
- TC Financial Management, CO's average account is about $335,000, from its Form ADV (assets managed divided by 366 accounts).
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Questions about Thomas
Is Thomas Cakert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and TC Financial Management, CO 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, TC Financial Management, CO, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Cakert based?
Thomas Cakert is based in Ventnor, New Jersey.
What credentials does Thomas Cakert hold?
Thomas Cakert holds the CFP credential.
Is Thomas Cakert registered with the SEC?
Yes. Thomas Cakert is registered as an investment adviser representative in NJ (CRD 4722310), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TC Financial Management, CO manage?
TC Financial Management, CO reports $122.7M across 366 accounts in assets under management.
How do I contact Thomas Cakert?
Through Thomas's website, tcfinancialmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- 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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