Thomas Holt
Legacy Advisors · Plymouth Meeting, Pennsylvania
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
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 |
| Assets under management | $5.17B across 2,297 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 1114182 |
| Exams passed | Series 63 (2007) · Series 65 (1998) |
| Firm size | 50 employees |
| Disclosures | None reported |
| Website | www.legacyadvice.com |
How Thomas's firm compares
- Legacy Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 2,297 accounts).
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Questions about Thomas
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.
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
- Legacy Advisors 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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