Thomas Paulson
Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA · Loveland, Colorado
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.
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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 | $4.3M across 107 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CO · CRD 2687459 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | thomaspaulsoncpa.com |
How Thomas's firm compares
- Thomas A. Paulson, JR., DBA, Thomas A. Paulson, JR., CPA's average account is about $41,000, from its Form ADV (assets managed divided by 107 accounts).
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Questions about Thomas
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.
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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