Thomas Twombly
Lucien, Stirling & Gray Advisory Group · Austin, Texas
Thomas Twombly is a fee-only financial advisor at Lucien, Stirling & Gray Advisory Group in Austin, Texas. Thomas focuses on retirement planning, estate & legacy planning and tax planning. Lucien, Stirling & Gray Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Lucien, Stirling & Gray Advisory Group |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $146.6M across 574 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1296874 |
| Exams passed | Series 63 (1984) · Series 65 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lsggroup.com |
| Profile |
How Thomas's firm compares
- Lucien, Stirling & Gray Advisory Group's average account is about $255,000, from its Form ADV (assets managed divided by 574 accounts).
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Questions about Thomas
Is Thomas Twombly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Lucien, Stirling & Gray Advisory Group 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, Lucien, Stirling & Gray Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Twombly based?
Thomas Twombly is based in Austin, Texas.
What does Thomas specialize in?
Thomas's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Thomas works with retirees.
Is Thomas Twombly registered with the SEC?
Yes. Thomas Twombly is registered as an investment adviser representative in TX (CRD 1296874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lucien, Stirling & Gray Advisory Group manage?
Lucien, Stirling & Gray Advisory Group reports $146.6M across 574 accounts in assets under management.
How do I contact Thomas Twombly?
Through Thomas's website, www.lsggroup.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
- Lucien, Stirling & Gray Advisory Group 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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