Thomas Eddy
T.L. Eddy Financial Services · Clearwater, Florida
Thomas Eddy is a fee-only financial advisor at T.L. Eddy Financial Services in Clearwater, Florida. T.L. Eddy Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | T.L. Eddy Financial Services |
|---|---|
| Based in | Clearwater, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $5.5M across 17 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2705749 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tleddyfinancial.com |
| Profile |
How Thomas's firm compares
- T.L. Eddy Financial Services's average account is about $324,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Thomas
Is Thomas Eddy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and T.L. Eddy Financial Services 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, T.L. Eddy Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Eddy based?
Thomas Eddy is based in Clearwater, Florida.
Is Thomas Eddy registered with the SEC?
Yes. Thomas Eddy is registered as an investment adviser representative in FL (CRD 2705749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does T.L. Eddy Financial Services manage?
T.L. Eddy Financial Services reports $5.5M across 17 accounts in assets under management.
How do I contact Thomas Eddy?
Through Thomas's website, tleddyfinancial.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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