Thomas Holloway
Pacifica Partners · Calgary, Washington
Thomas Holloway is a fee-only financial advisor at Pacifica Partners in Calgary, Washington, who holds the CFA credential. Thomas charges a percentage of assets and hourly fees and focuses on cross-border (US / Canada), sustainable & impact investing and family wealth transfer.
Request an introduction to Thomas →
Specialties
Who they serve
- Cross-border families
- Canadians in the US
- Multi-generational families
- Physicians
- Executives
- Retirees
Facts
| Firm | Pacifica Partners |
|---|---|
| Based in | Calgary, Washington |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Assets under management | $128.2M across 414 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 7632922 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.pacificapartners.com |
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
Is Thomas Holloway a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Pacifica Partners 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 and hourly fees.
Does Thomas work with clients virtually?
Yes. Pacifica Partners says on its website that it works with clients remotely.
Where is Thomas Holloway based?
Thomas Holloway is based in Calgary, Washington.
What does Thomas specialize in?
Thomas's specialties include cross-border (US / Canada), sustainable & impact investing, family wealth transfer, physicians & residents and small business owners. Thomas works with cross-border families, Canadians in the US, multi-generational families, physicians and executives.
What credentials does Thomas Holloway hold?
Thomas Holloway holds the CFA credential.
Is Thomas Holloway registered with the SEC?
Yes. Thomas Holloway is registered as an investment adviser representative in WA (CRD 7632922), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacifica Partners manage?
Pacifica Partners reports $128.2M across 414 accounts in assets under management.
How do I contact Thomas Holloway?
Through Thomas's website, www.pacificapartners.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
- Pacifica Partners 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.
See something wrong? Request a correction. Read our methodology.