Thomas Walsh
Palisades Hudson Financial Group · Fort Lauderdale, Florida
Thomas Walsh is a fee-only financial advisor at Palisades Hudson Financial Group in Fort Lauderdale, Florida, who holds the CFP credential. Thomas focuses on estate & legacy planning. Palisades Hudson Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Palisades Hudson Financial Group |
|---|---|
| Based in | Fort Lauderdale, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.84B across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 8007067 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.palisadeshudson.com |
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Questions about Thomas
Is Thomas Walsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Palisades Hudson Financial 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, Palisades Hudson Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Walsh based?
Thomas Walsh is based in Fort Lauderdale, Florida.
What does Thomas specialize in?
Thomas's specialties include estate & legacy planning. Thomas works with ultra high net worth.
What credentials does Thomas Walsh hold?
Thomas Walsh holds the CFP credential.
Is Thomas Walsh registered with the SEC?
Yes. Thomas Walsh is registered as an investment adviser representative in FL (CRD 8007067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Palisades Hudson Financial Group manage?
Palisades Hudson Financial Group reports $1.84B across 171 accounts in assets under management.
How do I contact Thomas Walsh?
Through Thomas's website, www.palisadeshudson.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
- Palisades Hudson Financial 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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