Thomas Velevis
Dreher Financial Partners · Southern Pines, North Carolina
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.
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Facts
| Firm | Dreher Financial Partners |
|---|---|
| Based in | Southern Pines, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $148.2M across 496 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 2369373 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.interestoninterest.com |
How Thomas's firm compares
- Dreher Financial Partners's average account is about $299,000, from its Form ADV (assets managed divided by 496 accounts).
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Questions about Thomas
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.
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
- Dreher Financial Partners 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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