Thomas Koehler
Grant Koehler & Levin · Palm City, Florida
Thomas Koehler is a fee-only financial advisor at Grant Koehler & Levin in Palm City, Florida. Thomas charges a percentage of assets (0.5%–1.2% a year of assets managed).
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Facts
| Firm | Grant Koehler & Levin |
|---|---|
| Based in | Palm City, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–1.2% a year of assets managed |
| Assets under management | $289.4M across 195 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4466901 |
| Exams passed | Series 63 (2002) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.dollarsatwork.com |
How Thomas's firm compares
- Grant Koehler & Levin's average account is about $1.5 million, from its Form ADV (assets managed divided by 195 accounts).
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Questions about Thomas
Is Thomas Koehler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Grant Koehler & Levin 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.
How much does Thomas charge?
According to Grant Koehler & Levin's website, checked October 30, 2026: 0.5%–1.2% a year of assets managed.
Where is Thomas Koehler based?
Thomas Koehler is based in Palm City, Florida.
Is Thomas Koehler registered with the SEC?
Yes. Thomas Koehler is registered as an investment adviser representative in FL (CRD 4466901), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grant Koehler & Levin manage?
Grant Koehler & Levin reports $289.4M across 195 accounts in assets under management.
How do I contact Thomas Koehler?
Through Thomas's website, www.dollarsatwork.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
- Grant Koehler & Levin 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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