Tom Poltersdorf Jr
GT Wealth · Lebanon, Pennsylvania
Tom Poltersdorf Jr is a fee-only financial advisor at GT Wealth in Lebanon, Pennsylvania, who holds the CFP credential.
- $3,600
- Ongoing planning, per year, from
- $2,500
- One-time plan, from
- $3M
- Firm assets managed
- $480,000
- Firm's average account
What Tom Poltersdorf focuses on
Who Tom Poltersdorf works with
- Pre-retirees
How does Tom Poltersdorf's firm compare?
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Ongoing planning starts at $3,600 a year, in line with the Pennsylvania median of $3,600 for fee-only firms that publish prices.
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A one-time plan starts at $2,500, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
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GT Wealth's average account is about $480,000, from its Form ADV (assets managed divided by 7 accounts).
Questions about Tom Poltersdorf
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $3.4M across 7 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | gtwealthguide.com |
| Profile |
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Other fee-only advisors in Pennsylvania
Other advisors in Pennsylvania who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- GT Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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