# Thomas Mazza

> Thomas Mazza is a fee-only financial advisor at Premier Estate Planners in Clinton Township, Michigan. Thomas focuses on estate & legacy planning, tax planning and retirement planning. Premier Estate Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-mazza/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Premier Estate Planners
- **Based in:** Clinton Township, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $226.9M across 896 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1091453 (https://adviserinfo.sec.gov/individual/summary/1091453)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 63 (1983), Series 65 (2011)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.yourplanners.com

## Frequently asked questions

### Is Thomas Mazza a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Premier Estate Planners 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, Premier Estate Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Thomas Mazza based?

Thomas Mazza is based in Clinton Township, Michigan.

### What does Thomas specialize in?

Thomas's specialties include estate & legacy planning, tax planning and retirement planning. Thomas works with retirees and pre-retirees.

### Is Thomas Mazza registered with the SEC?

Yes. Thomas Mazza is registered as an investment adviser representative in MI (CRD 1091453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Premier Estate Planners manage?

Premier Estate Planners reports $226.9M across 896 accounts in assets under management.

### How do I contact Thomas Mazza?

Through Thomas's website, www.yourplanners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1091453): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.yourplanners.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.