Thomas Reynolds
CRA Financial · Northfield, New Jersey
Thomas Reynolds is a fee-only financial advisor at CRA Financial in Northfield, New Jersey. Thomas charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Divorced individuals
Facts
| Firm | CRA Financial |
|---|---|
| Based in | Northfield, New Jersey |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.69B across 4,030 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 3152986 |
| Exams passed | Series 66 (1999) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.crafinancial.com |
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Questions about Thomas
Is Thomas Reynolds a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and CRA Financial 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 charges a percentage of assets.
How much does Thomas charge?
According to CRA Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Thomas Reynolds based?
Thomas Reynolds is based in Northfield, New Jersey.
What does Thomas specialize in?
Thomas's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation, small business owners and family wealth transfer. Thomas works with retirees and divorced individuals.
Is Thomas Reynolds registered with the SEC?
Yes. Thomas Reynolds is registered as an investment adviser representative in NJ and TX (CRD 3152986), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CRA Financial manage?
CRA Financial reports $1.69B across 4,030 accounts in assets under management.
How do I contact Thomas Reynolds?
Through Thomas's website, www.crafinancial.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
- CRA Financial 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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