Thomas Paterson
True Private Wealth Advisors · Mcminnville, Oregon
Thomas Paterson is a fee-only financial advisor at True Private Wealth Advisors in Mcminnville, Oregon, who holds the CFP credential. True Private Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | True Private Wealth Advisors |
|---|---|
| Based in | Mcminnville, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.43B across 1,592 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 5352348 |
| Exams passed | Series 66 (2007) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.stevebinnsgroup.com |
How Thomas's firm compares
- True Private Wealth Advisors's average account is about $896,000, from its Form ADV (assets managed divided by 1,592 accounts).
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Questions about Thomas
Is Thomas Paterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and True Private Wealth Advisors 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, True Private Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Paterson based?
Thomas Paterson is based in Mcminnville, Oregon.
What credentials does Thomas Paterson hold?
Thomas Paterson holds the CFP credential.
Is Thomas Paterson registered with the SEC?
Yes. Thomas Paterson is registered as an investment adviser representative in OR and TX (CRD 5352348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True Private Wealth Advisors manage?
True Private Wealth Advisors reports $1.43B across 1,592 accounts in assets under management.
How do I contact Thomas Paterson?
Through Thomas's website, www.stevebinnsgroup.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
- 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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