Thomas Hallberg
Wealth Transitions · Forest Lake, Minnesota
Thomas Hallberg is a fee-only financial advisor at Wealth Transitions in Forest Lake, Minnesota. Thomas charges hourly fees.
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Facts
| Firm | Wealth Transitions |
|---|---|
| Based in | Forest Lake, Minnesota |
| Fee model | Hourly |
| Accepting new clients | Yes |
| Assets under management | $6.2M across 46 accounts |
| SEC registration | Investment adviser representative in MN, TX, WI · CRD 3053755 |
| Exams passed | Series 63 (1998) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | tendyourwealth.com |
| Profile |
How Thomas's firm compares
- Wealth Transitions's average account is about $134,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Thomas
Is Thomas Hallberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Wealth Transitions 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 Hallberg based?
Thomas Hallberg is based in Forest Lake, Minnesota.
Is Thomas Hallberg registered with the SEC?
Yes. Thomas Hallberg is registered as an investment adviser representative in MN, TX and WI (CRD 3053755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wealth Transitions manage?
Wealth Transitions reports $6.2M across 46 accounts in assets under management.
How do I contact Thomas Hallberg?
Through Thomas's website, tendyourwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
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
- Wealth Transitions 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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