Thomas Herbert
Retirement Resources Wealth Management · El Paso, Texas
Thomas Herbert is a fee-only financial advisor at Retirement Resources Wealth Management in El Paso, Texas. Retirement Resources Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Resources Wealth Management |
|---|---|
| Based in | El Paso, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $49M across 105 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5245636 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rrwealth.net |
How Thomas's firm compares
- Retirement Resources Wealth Management's average account is about $467,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Thomas
Is Thomas Herbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Retirement Resources Wealth Management 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, Retirement Resources Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Herbert based?
Thomas Herbert is based in El Paso, Texas.
Is Thomas Herbert registered with the SEC?
Yes. Thomas Herbert is registered as an investment adviser representative in TX (CRD 5245636), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Resources Wealth Management manage?
Retirement Resources Wealth Management reports $49M across 105 accounts in assets under management.
How do I contact Thomas Herbert?
Through Thomas's website, www.rrwealth.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in El Paso
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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