Thomas Healy
Private Family Wealth Advisors · Atlanta, Georgia
Thomas Healy is a fee-only financial advisor at Private Family Wealth Advisors in Atlanta, Georgia, who holds the CFA credential. Private Family Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Private Family Wealth Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $393.2M across 371 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 7883590 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | pfwadvisors.com |
How Thomas's firm compares
- Private Family Wealth Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 371 accounts).
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Questions about Thomas
Is Thomas Healy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Private Family Wealth 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, Private Family Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Healy based?
Thomas Healy is based in Atlanta, Georgia.
What credentials does Thomas Healy hold?
Thomas Healy holds the CFA credential.
Is Thomas Healy registered with the SEC?
Yes. Thomas Healy is registered as an investment adviser representative in GA (CRD 7883590), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Family Wealth Advisors manage?
Private Family Wealth Advisors reports $393.2M across 371 accounts in assets under management.
How do I contact Thomas Healy?
Through Thomas's website, pfwadvisors.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
- 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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