Thomas Little
Yeti Wealth Management Group · Highlands Ranch, Colorado
Thomas Little is a fee-only financial advisor at Yeti Wealth Management Group in Highlands Ranch, Colorado, who holds the CFP credential. Thomas charges a percentage of assets and a one-time planning fee (one-time plans from $3,500 and 0.9% a year on the first tier of assets managed) and focuses on equity compensation, physicians & residents and founders (pre-exit).
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Specialties
Who they serve
- Executives
- Tech employees
- Physicians
- Retirees
- Pre-retirees
- Divorced individuals
- Founders
Facts
| Firm | Yeti Wealth Management Group |
|---|---|
| Based in | Highlands Ranch, Colorado |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,500 · 0.9% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $5.2M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 6848130 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.yetiwmg.com |
| Profile |
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Questions about Thomas
Is Thomas Little a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Yeti Wealth Management Group 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 a one-time planning fee.
How much does Thomas charge?
According to Yeti Wealth Management Group's website, checked October 30, 2026: one-time plans from $3,500; 0.9% a year on the first tier of assets managed.
Where is Thomas Little based?
Thomas Little is based in Highlands Ranch, Colorado.
What does Thomas specialize in?
Thomas's specialties include equity compensation, physicians & residents, founders (pre-exit), retirement planning, estate & legacy planning and tax planning. Thomas works with executives, tech employees, physicians, retirees and pre-retirees.
What credentials does Thomas Little hold?
Thomas Little holds the CFP credential.
Is Thomas Little registered with the SEC?
Yes. Thomas Little is registered as an investment adviser representative in CO (CRD 6848130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Yeti Wealth Management Group manage?
Yeti Wealth Management Group reports $5.2M across 28 accounts in assets under management.
How do I contact Thomas Little?
Through Thomas's website, www.yetiwmg.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
- Yeti Wealth Management Group 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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