Thomas Cloud
Third Act Retirement Planning, Inc. · Marietta, Georgia
Thomas Cloud is a fee-only financial advisor at Third Act Retirement Planning, Inc. in Marietta, Georgia, who holds the AAMS, CFP and ChFC credentials. Thomas focuses on retirement planning, estate & legacy planning and tax planning. Third Act Retirement Planning, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Third Act Retirement Planning, Inc. |
|---|---|
| Based in | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $30.4M across 177 accounts |
| Credentials | AAMS · CFP · ChFC · CSA |
| SEC registration | Investment adviser representative in GA · CRD 3021086 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | thirdactretirement.com |
| Profile |
How Thomas's firm compares
- Third Act Retirement Planning, Inc.'s average account is about $172,000, from its Form ADV (assets managed divided by 177 accounts).
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Questions about Thomas
Is Thomas Cloud a fee-only financial advisor?
Yes. Thomas Cloud is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Thomas's firm.
How does Thomas charge for financial advice?
Thomas's firm, Third Act Retirement Planning, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Cloud based?
Thomas Cloud is based in Marietta, Georgia.
What does Thomas specialize in?
Thomas's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Thomas Cloud hold?
Thomas Cloud holds the AAMS, CFP, ChFC and CSA credentials.
Is Thomas Cloud registered with the SEC?
Yes. Thomas Cloud is registered as an investment adviser representative in GA (CRD 3021086), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Third Act Retirement Planning, Inc. manage?
Third Act Retirement Planning, Inc. reports $30.4M across 177 accounts in assets under management.
How do I contact Thomas Cloud?
Through Thomas's website, thirdactretirement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Third Act Retirement Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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