Thomas Tavenner
Booster · Baltimore, Maryland
Thomas Tavenner is a fee-only financial advisor at Booster in Baltimore, Maryland, who holds the CFP credential. Booster reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Booster |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $229.3M across 226 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 2883973 |
| Exams passed | Series 63 (1997) · Series 65 (1998) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | booster401k.com |
How Thomas's firm compares
- Booster's average account is about $1.0 million, from its Form ADV (assets managed divided by 226 accounts).
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Questions about Thomas
Is Thomas Tavenner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Booster 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, Booster, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Tavenner based?
Thomas Tavenner is based in Baltimore, Maryland.
What credentials does Thomas Tavenner hold?
Thomas Tavenner holds the CFP credential.
Is Thomas Tavenner registered with the SEC?
Yes. Thomas Tavenner is registered as an investment adviser representative in MD (CRD 2883973), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Booster manage?
Booster reports $229.3M across 226 accounts in assets under management.
How do I contact Thomas Tavenner?
Through Thomas's website, booster401k.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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