# Thomas Sayres II

> Thomas Sayres II is a fee-only financial advisor at Portfolio Audit in Knoxville, Tennessee. Portfolio Audit reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-sayres-ii/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Portfolio Audit
- **Based in:** Knoxville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $38.3M across 37 accounts
- **CRD:** 5612743 (https://adviserinfo.sec.gov/individual/summary/5612743)
- **SEC registration:** Investment adviser representative in FL, TN
- **Exams passed:** Series 65 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Thomas Sayres II a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Portfolio Audit 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, Portfolio Audit, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Thomas Sayres II based?

Thomas Sayres II is based in Knoxville, Tennessee.

### Is Thomas Sayres II registered with the SEC?

Yes. Thomas Sayres II is registered as an investment adviser representative in FL and TN (CRD 5612743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Portfolio Audit manage?

Portfolio Audit reports $38.3M across 37 accounts in assets under management.

### How do I contact Thomas Sayres II?

Contact details aren't on file yet. Search for Portfolio Audit.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5612743): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.