Thomas Kopelman
We help high net income/ high worth business owners manage their entire financial life.
AllStreet Wealth · Carmel, Indiana
Thomas Kopelman is a fee-only financial advisor at AllStreet Wealth in Carmel, Indiana. Thomas charges a flat fee or retainer and a one-time planning fee (ongoing planning from $18,000 a year and one-time plans from $12,000) and focuses on crypto & digital assets, real estate investors and small business owners.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Ultra high net worth
- Executives
- Founders
- Pre-retirees
- Early-career professionals
- Real estate investors
- Tech employees
About
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have 2 licensed financial advisors and tax professional on the team that all work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Debt Management
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Portfolio Management
- Real Estate Advisory
- Social Security Planning
- Wealth Management
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Exit Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
Facts
| Firm | AllStreet Wealth |
|---|---|
| Based in | Carmel, Indiana |
| Fee model | Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $18,000 a year · One-time plans from $12,000 · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2021 |
| Firm size | 2 - 5 employees |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in IN, TX · CRD 6932202 |
| Exams passed | Series 66 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | allstreetwealth.com |
| Profile |
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Questions about Thomas
Is Thomas Kopelman a fee-only financial advisor?
Yes. Thomas Kopelman is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Thomas's firm.
How does Thomas charge for financial advice?
Thomas charges a flat fee or retainer and a one-time planning fee.
How much does Thomas charge?
According to AllStreet Wealth's website, checked October 28, 2026: ongoing planning from $18,000 a year; one-time plans from $12,000; 1% a year on the first tier of assets managed.
Does Thomas work with clients virtually?
Yes. AllStreet Wealth says on its website that it works with clients remotely.
Where is Thomas Kopelman based?
Thomas Kopelman is based in Carmel, Indiana.
What does Thomas specialize in?
Thomas's specialties include crypto & digital assets, real estate investors, small business owners, retirement planning, equity compensation and sustainable & impact investing. Thomas works with HENRY (High Earners, Not Rich Yet), high earners, ultra high net worth, executives and founders.
Is Thomas Kopelman registered with the SEC?
Yes. Thomas Kopelman is registered as an investment adviser representative in IN and TX (CRD 6932202), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does AllStreet Wealth manage?
AllStreet Wealth reports $25M - $100M in assets under management.
How do I contact Thomas Kopelman?
Through Thomas's website, allstreetwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- AllStreet Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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