# Tom Poltersdorf Jr

> Tom Poltersdorf Jr is a fee-only financial advisor at GT Wealth in Lebanon, Pennsylvania, who holds the CFP credential. Tom Poltersdorf charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,600 a year and one-time plans from $2,500) and focuses on retirement planning, tax planning and flat-fee planning.

Page: https://find.wellspent.co/advisors/tom-poltersdorf-jr/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** GT Wealth
- **Based in:** Lebanon, Pennsylvania
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,600 a year; one-time plans from $2,500; 1.25% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.4M across 7 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Flat-fee planning, Pension planning
- **Works with:** Pre-retirees
- **Firm size:** 1 employee
- **Website:** https://gtwealthguide.com

## Frequently asked questions

### Is Tom Poltersdorf Jr a fee-only financial advisor?

Yes. Tom Poltersdorf Jr is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Tom Poltersdorf Jr charge for financial advice?

Tom Poltersdorf Jr charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Tom Poltersdorf Jr charge?

According to GT Wealth's website, checked October 28, 2026: ongoing planning from $3,600 a year; one-time plans from $2,500; 1.25% a year on the first tier of assets managed.

### Does Tom Poltersdorf Jr work with clients virtually?

Yes. GT Wealth says on its website that it works with clients remotely.

### Where is Tom Poltersdorf Jr based?

Tom Poltersdorf Jr is based in Lebanon, Pennsylvania.

### What does Tom Poltersdorf Jr specialize in?

Tom Poltersdorf Jr's specialties include retirement planning, tax planning, flat-fee planning and pension planning. Tom Poltersdorf works with pre-retirees.

### What credentials does Tom Poltersdorf Jr hold?

Tom Poltersdorf Jr holds the CFP credential.

### How much does GT Wealth manage?

GT Wealth reports $3.4M across 7 accounts in assets under management.

### How do I contact Tom Poltersdorf Jr?

Through Tom Poltersdorf Jr's website, gtwealthguide.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/tom-poltersdorf-jr-10068): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.gtwealthguide.com/): specialties, clients served, and fees, checked October 28, 2026

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