Thomas Patricca
TLP Financial Services · Estero, Florida
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.
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Facts
| Firm | TLP Financial Services |
|---|---|
| Based in | Estero, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $37.2M across 122 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, NY · CRD 2116834 |
| Exams passed | Series 63 (1991) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tlpfinancialservices.com |
| Profile |
How Thomas's firm compares
- TLP Financial Services's average account is about $305,000, from its Form ADV (assets managed divided by 122 accounts).
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Questions about Thomas
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.
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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