Thomas Fenn
T. Fenn Financial Planning · Chapel Hll, North Carolina
Thomas Fenn is a fee-only financial advisor at T. Fenn Financial Planning in Chapel Hll, North Carolina, who holds the CFP credential. Thomas charges hourly fees and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | T. Fenn Financial Planning |
|---|---|
| Based in | Chapel Hll, North Carolina |
| Fee model | Hourly |
| Accepting new clients | Not currently |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 1430056 |
| Exams passed | Series 63 (1989) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tfenn.com |
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Questions about Thomas
Is Thomas Fenn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and T. Fenn Financial Planning 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 charges hourly fees.
Where is Thomas Fenn based?
Thomas Fenn is based in Chapel Hll, North Carolina.
What does Thomas specialize in?
Thomas's specialties include retirement planning and estate & legacy planning.
What credentials does Thomas Fenn hold?
Thomas Fenn holds the CFP credential.
Is Thomas Fenn registered with the SEC?
Yes. Thomas Fenn is registered as an investment adviser representative in NC (CRD 1430056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Thomas Fenn?
Through Thomas's website, tfenn.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
- T. Fenn Financial Planning 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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