# Thomas Owens

> Thomas Owens is a fee-only financial advisor at Roof Eidam Maycock Peralta in San Francisco, California, who holds the CFP credential. Thomas focuses on retirement planning, estate & legacy planning and tax planning. Roof Eidam Maycock Peralta reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Roof Eidam Maycock Peralta
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $804.9M across 1,011 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 7437579 (https://adviserinfo.sec.gov/individual/summary/7437579)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.rempadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Roof Eidam Maycock Peralta 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, Roof Eidam Maycock Peralta, reports charging a percentage of assets on its SEC Form ADV.

### Where is Thomas Owens based?

Thomas Owens is based in San Francisco, California.

### What does Thomas specialize in?

Thomas's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Thomas Owens hold?

Thomas Owens holds the CFP credential.

### Is Thomas Owens registered with the SEC?

Yes. Thomas Owens is registered as an investment adviser representative in CA (CRD 7437579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Roof Eidam Maycock Peralta manage?

Roof Eidam Maycock Peralta reports $804.9M across 1,011 accounts in assets under management.

### How do I contact Thomas Owens?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7437579): 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 (https://www.rempadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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