Thomas Swift
Financial Avengers · Oakland, California
Thomas Swift is a fee-only financial advisor at Financial Avengers in Oakland, California. Financial Avengers reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Financial Avengers |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $488.4M across 787 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2867067 |
| Exams passed | Series 63 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.financialavengers.com |
How Thomas's firm compares
- Financial Avengers's average account is about $621,000, from its Form ADV (assets managed divided by 787 accounts).
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Questions about Thomas
Is Thomas Swift a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Financial Avengers 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, Financial Avengers, reports charging a percentage of assets on its SEC Form ADV.
Where is Thomas Swift based?
Thomas Swift is based in Oakland, California.
Is Thomas Swift registered with the SEC?
Yes. Thomas Swift is registered as an investment adviser representative in CA and TX (CRD 2867067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Avengers manage?
Financial Avengers reports $488.4M across 787 accounts in assets under management.
How do I contact Thomas Swift?
Through Thomas's website, www.financialavengers.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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