Thomas Smith
ABG Consultants · Westfield, Indiana
Thomas Smith is a fee-only financial advisor at ABG Consultants in Westfield, Indiana. Thomas focuses on retirement planning and estate & legacy planning. ABG Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
Facts
| Firm | ABG Consultants |
|---|---|
| Based in | Westfield, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $697.4M across 1,885 accounts |
| SEC registration | Investment adviser representative in IN · CRD 5892696 |
| Exams passed | Series 63 (2016) · Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.consultabg.com |
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Questions about Thomas
Is Thomas Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and ABG Consultants 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, ABG Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Smith based?
Thomas Smith is based in Westfield, Indiana.
What does Thomas specialize in?
Thomas's specialties include retirement planning and estate & legacy planning. Thomas works with retirees, pre-retirees and early-career professionals.
Is Thomas Smith registered with the SEC?
Yes. Thomas Smith is registered as an investment adviser representative in IN (CRD 5892696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ABG Consultants manage?
ABG Consultants reports $697.4M across 1,885 accounts in assets under management.
How do I contact Thomas Smith?
Through Thomas's website, www.consultabg.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
- ABG Consultants 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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