Thomas Rizzo
Plectrum Advisers · Altadena, California
Thomas Rizzo is a fee-only financial advisor at Plectrum Advisers in Altadena, California. Plectrum Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Plectrum Advisers |
|---|---|
| Based in | Altadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $72.5M across 209 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6637874 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.plectrumadvisers.com |
How Thomas's firm compares
- Plectrum Advisers's average account is about $347,000, from its Form ADV (assets managed divided by 209 accounts).
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Questions about Thomas
Is Thomas Rizzo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Plectrum Advisers 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, Plectrum Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Rizzo based?
Thomas Rizzo is based in Altadena, California.
Is Thomas Rizzo registered with the SEC?
Yes. Thomas Rizzo is registered as an investment adviser representative in CA (CRD 6637874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plectrum Advisers manage?
Plectrum Advisers reports $72.5M across 209 accounts in assets under management.
How do I contact Thomas Rizzo?
Through Thomas's website, www.plectrumadvisers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Altadena
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
- Plectrum Advisers 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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