# Thomas Patricca

> Thomas Patricca is a fee-only financial advisor at TLP Financial Services in Estero, Florida, who holds the CFP credential. TLP Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-patricca/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** TLP Financial Services
- **Based in:** Estero, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $37.2M across 122 accounts
- **Credentials:** CFP
- **CRD:** 2116834 (https://adviserinfo.sec.gov/individual/summary/2116834)
- **SEC registration:** Investment adviser representative in FL, MA, NY
- **Exams passed:** Series 63 (1991), Series 65 (1994)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.tlpfinancialservices.com

## Frequently asked questions

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

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

### Where is Thomas Patricca based?

Thomas Patricca is based in Estero, Florida.

### What credentials does Thomas Patricca hold?

Thomas Patricca holds the CFP credential.

### Is Thomas Patricca registered with the SEC?

Yes. Thomas Patricca is registered as an investment adviser representative in FL, MA and NY (CRD 2116834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TLP Financial Services manage?

TLP Financial Services reports $37.2M across 122 accounts in assets under management.

### How do I contact Thomas Patricca?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2116834): 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

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