Thomas Piro
Osborne Partners · San Francisco, California
Thomas Piro is a fee-only financial advisor at Osborne Partners in San Francisco, California, who holds the CFP credential. Osborne Partners reports charging a percentage of assets and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
- Pre-retirees
Facts
| Firm | Osborne Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.65B across 2,125 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, PA, TX · CRD 6293895 |
| Exams passed | Series 66 (2014) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.osbornepartners.com |
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Questions about Thomas
Is Thomas Piro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Osborne Partners 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, Osborne Partners, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Thomas Piro based?
Thomas Piro is based in San Francisco, California.
What credentials does Thomas Piro hold?
Thomas Piro holds the CFP credential.
Is Thomas Piro registered with the SEC?
Yes. Thomas Piro is registered as an investment adviser representative in CA, PA and TX (CRD 6293895), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Osborne Partners manage?
Osborne Partners reports $2.65B across 2,125 accounts in assets under management.
How do I contact Thomas Piro?
Through Thomas's website, www.osbornepartners.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
- Osborne Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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