# Thomas Paulson

> Thomas Paulson is a fee-only financial advisor at Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA in Loveland, Colorado, who holds the PFS credential. Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA
- **Based in:** Loveland, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $4.3M across 107 accounts
- **Credentials:** PFS
- **CRD:** 2687459 (https://adviserinfo.sec.gov/individual/summary/2687459)
- **SEC registration:** Investment adviser representative in CO
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://thomaspaulsoncpa.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA 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, Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Thomas Paulson based?

Thomas Paulson is based in Loveland, Colorado.

### What credentials does Thomas Paulson hold?

Thomas Paulson holds the PFS credential.

### Is Thomas Paulson registered with the SEC?

Yes. Thomas Paulson is registered as an investment adviser representative in CO (CRD 2687459), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA manage?

Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA reports $4.3M across 107 accounts in assets under management.

### How do I contact Thomas Paulson?

Through Thomas's website, thomaspaulsoncpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2687459): 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.