Thomas Schrock
REA Wealth Management · New Philadelphia, Ohio
Thomas Schrock is a fee-only financial advisor at REA Wealth Management in New Philadelphia, Ohio. REA Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Thomas →
Facts
| Firm | REA Wealth Management |
|---|---|
| Based in | New Philadelphia, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $892.3M across 1,818 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2799242 |
| Exams passed | Series 66 (1998) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.invp.com |
| Profile |
How Thomas's firm compares
- REA Wealth Management's average account is about $491,000, from its Form ADV (assets managed divided by 1,818 accounts).
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Thomas
Is Thomas Schrock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and REA Wealth Management 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, REA Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Thomas Schrock based?
Thomas Schrock is based in New Philadelphia, Ohio.
Is Thomas Schrock registered with the SEC?
Yes. Thomas Schrock is registered as an investment adviser representative in OH (CRD 2799242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does REA Wealth Management manage?
REA Wealth Management reports $892.3M across 1,818 accounts in assets under management.
How do I contact Thomas Schrock?
Through Thomas's website, www.invp.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.
See something wrong? Request a correction. Read our methodology.