Firm
Thistle Wealth Management
Maitland, Florida
Fee-only
Thistle Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its average account is about $240,000 (assets it manages divided by its 40 accounts).
- Its ongoing planning fee starts at $14,000 a year, above the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Maitland, Florida |
|---|---|
| Website | thistlewealthmanagement.com |
| [email protected] | |
| Phone | (817) 995-6724 |
Thistle Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $14,000 a year |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Assets up to $1,000,000: 0.90%" source
"Subject to a minimum annual fee of $14,000" source
"Thistle Wealth Management charges quarterly management fees, in advance." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 5 |
| Accounts managed | 40 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 333397 |