Thomas Geraci
Purtill Financial · Fort Myers Beach, Florida
Thomas Geraci is a fee-only financial advisor at Purtill Financial in Fort Myers Beach, Florida. Thomas charges a percentage of assets, hourly fees and a flat fee or retainer ($150 an hour and 0.8% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Executives
- Retirees
- Early-career professionals
Facts
| Firm | Purtill Financial |
|---|---|
| Based in | Fort Myers Beach, Florida |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer |
| Fees (firm's website) | $150 an hour · 0.8% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $207.1M across 555 accounts |
| SEC registration | Investment adviser representative in FL, OH, TX · CRD 5496686 |
| Exams passed | Series 65 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.purtillfinancial.com |
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Questions about Thomas
Is Thomas Geraci a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Purtill Financial 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, hourly fees and a flat fee or retainer.
How much does Thomas charge?
According to Purtill Financial's website, checked October 30, 2026: $150 an hour; 0.8% a year on the first tier of assets managed.
Where is Thomas Geraci based?
Thomas Geraci is based in Fort Myers Beach, Florida.
What does Thomas specialize in?
Thomas's specialties include retirement planning and tax planning. Thomas works with executives, retirees and early-career professionals.
Is Thomas Geraci registered with the SEC?
Yes. Thomas Geraci is registered as an investment adviser representative in FL, OH and TX (CRD 5496686), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Purtill Financial manage?
Purtill Financial reports $207.1M across 555 accounts in assets under management.
How do I contact Thomas Geraci?
Through Thomas's website, www.purtillfinancial.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
- Purtill Financial 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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