Firm
Thompson & Thompson Investment Advisors
Pasadena, California
Fee-only
Thompson & Thompson Investment Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 30 individual clients, 7 of them high net worth.
- Its average account is about $502,000 (assets it manages divided by its 55 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Pasadena, California |
|---|---|
| Website | tnt-advisors.com |
| [email protected] | |
| Phone | (626) 639-6562 |
Thompson & Thompson Investment Advisors 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.
| Asset-based fee | 0.6% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"On assets under advisement below $1 million: 0.60%*" source
"On assets under advisement below $1 million: 0.60%*" 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 · Performance-based fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 23 |
| High-net-worth clients | 7 |
| Accounts managed | 55 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 15, 2026 |
| SEC record | CRD 306408 |