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Advisor

Thomas Fletcher

GenSphere Private Wealth · Gig Harbor, Washington

Thomas Fletcher is a fee-only financial advisor at GenSphere Private Wealth in Gig Harbor, Washington, who holds the CFA credential. Thomas charges a percentage of assets and a one-time planning fee and focuses on estate & legacy planning, tax planning and founders (pre-exit).

Percentage of assetsOne-time planning fee Fee-only CFA

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Specialties

Who they serve

  • Founders
  • Executives
  • Multi-generational families

Facts

FirmGenSphere Private Wealth
Based in Gig Harbor, Washington
Fee modelPercentage of assets · One-time planning fee
Assets under management$50.5M across 35 accounts
CredentialsCFA
SEC registration Investment adviser representative in WA · CRD 3146007
Exams passedSeries 63 (1998)
Firm size5 employees
Disclosures None reported
Websitewww.genspherepw.com

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Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Thomas

Is Thomas Fletcher a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and GenSphere Private Wealth 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 a percentage of assets and a one-time planning fee.

Where is Thomas Fletcher based?

Thomas Fletcher is based in Gig Harbor, Washington.

What does Thomas specialize in?

Thomas's specialties include estate & legacy planning, tax planning and founders (pre-exit). Thomas works with founders, executives and multi-generational families.

What credentials does Thomas Fletcher hold?

Thomas Fletcher holds the CFA credential.

Is Thomas Fletcher registered with the SEC?

Yes. Thomas Fletcher is registered as an investment adviser representative in WA (CRD 3146007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does GenSphere Private Wealth manage?

GenSphere Private Wealth reports $50.5M across 35 accounts in assets under management.

How do I contact Thomas Fletcher?

Through Thomas's website, www.genspherepw.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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