Thomas Connelly
Versant Capital Management · Phoenix, Arizona
Thomas Connelly is a fee-only financial advisor at Versant Capital Management in Phoenix, Arizona, who holds the CFP and CFA credentials. Versant Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Versant Capital Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.81B across 1,678 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ · CRD 1487206 |
| Exams passed | Series 63 (1986) · Series 65 (1995) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.theversantvoice.com |
| Profile |
How Thomas's firm compares
- Versant Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,678 accounts).
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Questions about Thomas
Is Thomas Connelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Versant Capital 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, Versant Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Connelly based?
Thomas Connelly is based in Phoenix, Arizona.
What credentials does Thomas Connelly hold?
Thomas Connelly holds the CFP and CFA credentials.
Is Thomas Connelly registered with the SEC?
Yes. Thomas Connelly is registered as an investment adviser representative in AZ (CRD 1487206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Versant Capital Management manage?
Versant Capital Management reports $1.81B across 1,678 accounts in assets under management.
How do I contact Thomas Connelly?
Through Thomas's website, www.theversantvoice.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
- 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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