Thomas Kozelka
Integras Partners · Alpharetta, Georgia
Thomas Kozelka is a fee-only financial advisor at Integras Partners in Alpharetta, Georgia. Integras Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Integras Partners |
|---|---|
| Based in | Alpharetta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $244.8M across 567 accounts |
| SEC registration | Investment adviser representative in GA · CRD 2786921 |
| Exams passed | Series 63 (1998) · Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | nextdoor.com/ads-management/?init_source=profile_switcher&active_page_id=57894554&profile_id=76170307 |
How Thomas's firm compares
- Integras Partners's average account is about $432,000, from its Form ADV (assets managed divided by 567 accounts).
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Questions about Thomas
Is Thomas Kozelka a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Integras Partners 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, Integras Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Kozelka based?
Thomas Kozelka is based in Alpharetta, Georgia.
Is Thomas Kozelka registered with the SEC?
Yes. Thomas Kozelka is registered as an investment adviser representative in GA (CRD 2786921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integras Partners manage?
Integras Partners reports $244.8M across 567 accounts in assets under management.
How do I contact Thomas Kozelka?
Through Thomas's website, nextdoor.com/ads-management/?init_source=profile_switcher&active_page_id=57894554&profile_id=76170307.
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
- 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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