Thomas Saunders
Winthrop Partners - WNY · Orchard, New York
Thomas Saunders is a fee-only financial advisor at Winthrop Partners - WNY in Orchard, New York. Winthrop Partners - WNY reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Winthrop Partners - WNY |
|---|---|
| Based in | Orchard, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $186.2M across 302 accounts |
| SEC registration | Investment adviser representative in FL, PA · CRD 2854359 |
| Exams passed | Series 63 (1997) · Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.winthroppartners.com |
| Profile |
How Thomas's firm compares
- Winthrop Partners - WNY's average account is about $617,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Thomas
Is Thomas Saunders a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Winthrop Partners - WNY 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, Winthrop Partners - WNY, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Saunders based?
Thomas Saunders is based in Orchard, New York.
Is Thomas Saunders registered with the SEC?
Yes. Thomas Saunders is registered as an investment adviser representative in FL and PA (CRD 2854359), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Winthrop Partners - WNY manage?
Winthrop Partners - WNY reports $186.2M across 302 accounts in assets under management.
How do I contact Thomas Saunders?
Through Thomas's website, www.winthroppartners.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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