Thomas Mazza
Premier Estate Planners · Clinton Township, Michigan
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $226.9M across 896 accounts |
| SEC registration | Investment adviser representative in MI · CRD 1091453 |
| Exams passed | Series 63 (1983) · Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.yourplanners.com |
| Profile |
How Thomas's firm compares
- Premier Estate Planners's average account is about $253,000, from its Form ADV (assets managed divided by 896 accounts).
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Questions about Thomas
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.
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
- Premier Estate Planners 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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