Tristan Thoms
Arkfeld Wealth Strategies · Omaha, Nebraska
Tristan Thoms is a fee-only financial advisor at Arkfeld Wealth Strategies in Omaha, Nebraska. Tristan focuses on retirement planning, estate & legacy planning and small business owners. Arkfeld Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Arkfeld Wealth Strategies |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $538.0M across 2,204 accounts |
| SEC registration | Investment adviser representative in NE · CRD 7304517 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.arkfeldwealth.com |
| Profile |
How Tristan's firm compares
- Arkfeld Wealth Strategies's average account is about $244,000, from its Form ADV (assets managed divided by 2,204 accounts).
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Questions about Tristan
Is Tristan Thoms a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tristan holds no broker registration, and Arkfeld Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tristan charge for financial advice?
Tristan's firm, Arkfeld Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tristan Thoms based?
Tristan Thoms is based in Omaha, Nebraska.
What does Tristan specialize in?
Tristan's specialties include retirement planning, estate & legacy planning and small business owners.
Is Tristan Thoms registered with the SEC?
Yes. Tristan Thoms is registered as an investment adviser representative in NE (CRD 7304517), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arkfeld Wealth Strategies manage?
Arkfeld Wealth Strategies reports $538.0M across 2,204 accounts in assets under management.
How do I contact Tristan Thoms?
Through Tristan's website, www.arkfeldwealth.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
- Arkfeld Wealth Strategies 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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