Thomas Gerson
Blair Hall Advisors · Seattle, Washington
Thomas Gerson is a fee-only financial advisor at Blair Hall Advisors in Seattle, Washington. Blair Hall Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Blair Hall Advisors |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $138.8M across 48 accounts |
| SEC registration | Investment adviser representative in NY, TX, WA · CRD 5695323 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.blairhalladvisors.com |
How Thomas's firm compares
- Blair Hall Advisors's average account is about $2.9 million, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Thomas
Is Thomas Gerson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Blair Hall Advisors 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, Blair Hall Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Thomas Gerson based?
Thomas Gerson is based in Seattle, Washington.
Is Thomas Gerson registered with the SEC?
Yes. Thomas Gerson is registered as an investment adviser representative in NY, TX and WA (CRD 5695323), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blair Hall Advisors manage?
Blair Hall Advisors reports $138.8M across 48 accounts in assets under management.
How do I contact Thomas Gerson?
Through Thomas's website, www.blairhalladvisors.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
- Blair Hall Advisors 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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