Thomas Klein
Change Wealth Advisors · Port Orchard, Washington
Thomas Klein is a fee-only financial advisor at Change Wealth Advisors in Port Orchard, Washington. Thomas charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and 1.5% a year on the first tier of assets managed).
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Facts
| Firm | Change Wealth Advisors |
|---|---|
| Based in | Port Orchard, Washington |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · 1.5% a year on the first tier of assets managed |
| Assets under management | $67.2M across 393 accounts |
| SEC registration | Investment adviser representative in AK, WA · CRD 7060825 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.changewealthadvisors.com |
| Profile |
How Thomas's firm compares
- Ongoing planning starts at $3,000 a year, below the Washington median of $4,500 for fee-only firms that publish prices.
- Change Wealth Advisors's average account is about $171,000, from its Form ADV (assets managed divided by 393 accounts).
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Questions about Thomas
Is Thomas Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Change 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 charges a percentage of assets and an ongoing planning fee.
How much does Thomas charge?
According to Change Wealth Advisors's website, checked October 30, 2026: ongoing planning from $3,000 a year; 1.5% a year on the first tier of assets managed.
Where is Thomas Klein based?
Thomas Klein is based in Port Orchard, Washington.
Is Thomas Klein registered with the SEC?
Yes. Thomas Klein is registered as an investment adviser representative in AK and WA (CRD 7060825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Change Wealth Advisors manage?
Change Wealth Advisors reports $67.2M across 393 accounts in assets under management.
How do I contact Thomas Klein?
Through Thomas's website, www.changewealthadvisors.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
- Change Wealth 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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