# William Thomas

> William Thomas is a fee-only financial advisor at 3chopt Investment Partners in Richmond, Virginia, who holds the CFP credential. 3chopt Investment Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/william-thomas-7411901/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** 3chopt Investment Partners
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $889.4M across 645 accounts
- **Credentials:** CFP
- **CRD:** 7411901 (https://adviserinfo.sec.gov/individual/summary/7411901)
- **SEC registration:** Investment adviser representative in VA
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.3choptinvest.com

## Frequently asked questions

### Is William Thomas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and 3chopt Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, 3chopt Investment Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is William Thomas based?

William Thomas is based in Richmond, Virginia.

### What credentials does William Thomas hold?

William Thomas holds the CFP credential.

### Is William Thomas registered with the SEC?

Yes. William Thomas is registered as an investment adviser representative in VA (CRD 7411901), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 3chopt Investment Partners manage?

3chopt Investment Partners reports $889.4M across 645 accounts in assets under management.

### How do I contact William Thomas?

Through William's website, www.3choptinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7411901): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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