# Thomas Holt

> Thomas Holt is a fee-only financial advisor at Legacy Advisors in Plymouth Meeting, Pennsylvania, who holds the CFA credential. Thomas focuses on estate & legacy planning and family wealth transfer. Legacy Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-holt/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Legacy Advisors
- **Based in:** Plymouth Meeting, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.17B across 2,297 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families, Founders, Executives
- **CRD:** 1114182 (https://adviserinfo.sec.gov/individual/summary/1114182)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2007), Series 65 (1998)
- **Firm size:** 50 employees
- **Disclosures:** None reported
- **Website:** http://www.legacyadvice.com/

## Frequently asked questions

### Is Thomas Holt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Legacy 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, Legacy Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Thomas Holt based?

Thomas Holt is based in Plymouth Meeting, Pennsylvania.

### What does Thomas specialize in?

Thomas's specialties include estate & legacy planning and family wealth transfer. Thomas works with multi-generational families, founders and executives.

### What credentials does Thomas Holt hold?

Thomas Holt holds the CFA credential.

### Is Thomas Holt registered with the SEC?

Yes. Thomas Holt is registered as an investment adviser representative in PA (CRD 1114182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Legacy Advisors manage?

Legacy Advisors reports $5.17B across 2,297 accounts in assets under management.

### How do I contact Thomas Holt?

Through Thomas's website, www.legacyadvice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1114182): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://legacyadvice.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.