Thomas Cefalu
Downtown Wealth Studios · New York, New York
Thomas Cefalu is a fee-only financial advisor at Downtown Wealth Studios in New York, New York. Thomas focuses on founders (pre-exit), equity compensation and family wealth transfer. Downtown Wealth Studios reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
- Retirees
- Early-career professionals
- High earners
Facts
| Firm | Downtown Wealth Studios |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $563.5M across 135 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, MA, NH, NY · CRD 6708562 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | dtwn.co |
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Questions about Thomas
Is Thomas Cefalu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Downtown Wealth Studios 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, Downtown Wealth Studios, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Cefalu based?
Thomas Cefalu is based in New York, New York.
What does Thomas specialize in?
Thomas's specialties include founders (pre-exit), equity compensation, family wealth transfer, tax planning, retirement planning and estate & legacy planning. Thomas works with founders, executives, ultra high net worth, multi-generational families and retirees.
Is Thomas Cefalu registered with the SEC?
Yes. Thomas Cefalu is registered as an investment adviser representative in AZ, CA, FL, MA, NH and NY (CRD 6708562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Downtown Wealth Studios manage?
Downtown Wealth Studios reports $563.5M across 135 accounts in assets under management.
How do I contact Thomas Cefalu?
Through Thomas's website, dtwn.co.
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
- Downtown Wealth Studios 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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