# Thomas Velevis

> Thomas Velevis is a fee-only financial advisor at Dreher Financial Partners in Southern Pines, North Carolina, who holds the CFP credential. Dreher Financial Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-velevis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dreher Financial Partners
- **Based in:** Southern Pines, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $148.2M across 496 accounts
- **Credentials:** CFP
- **CRD:** 2369373 (https://adviserinfo.sec.gov/individual/summary/2369373)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (1993), Series 65 (1994)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.interestoninterest.com

## Frequently asked questions

### Is Thomas Velevis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Dreher Financial Partners 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, Dreher Financial Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Thomas Velevis based?

Thomas Velevis is based in Southern Pines, North Carolina.

### What credentials does Thomas Velevis hold?

Thomas Velevis holds the CFP credential.

### Is Thomas Velevis registered with the SEC?

Yes. Thomas Velevis is registered as an investment adviser representative in NC (CRD 2369373), 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 Dreher Financial Partners manage?

Dreher Financial Partners reports $148.2M across 496 accounts in assets under management.

### How do I contact Thomas Velevis?

Through Thomas's website, www.interestoninterest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2369373): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://interestoninterest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.