Todd Thomas
Versalife Advisors · Jamaica, New York
Todd Thomas is a fee-only financial advisor at Versalife Advisors in Jamaica, New York. Todd charges a percentage of assets and an ongoing planning fee (ongoing planning from $900 a year and 1% a year on the first tier of assets managed).
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Facts
| Firm | Versalife Advisors |
|---|---|
| Based in | Jamaica, New York |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $900 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $35K across 5 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7234462 |
| Exams passed | Series 63 (2024) · Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | versalifeadvisors.com |
| Profile |
How Todd's firm compares
- Ongoing planning starts at $900 a year, below the New York median of $3,600 for fee-only firms that publish prices.
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Questions about Todd
Is Todd Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Versalife Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd charges a percentage of assets and an ongoing planning fee.
How much does Todd charge?
According to Versalife Advisors's website, checked October 30, 2026: ongoing planning from $900 a year; 1% a year on the first tier of assets managed.
Where is Todd Thomas based?
Todd Thomas is based in Jamaica, New York.
Is Todd Thomas registered with the SEC?
Yes. Todd Thomas is registered as an investment adviser representative in NY (CRD 7234462), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Versalife Advisors manage?
Versalife Advisors reports $35K across 5 accounts in assets under management.
How do I contact Todd Thomas?
Through Todd's website, versalifeadvisors.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
- Versalife Advisors 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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