TS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
1,168 clients
Average Client Portfolio
$330K average
Assets Under Management
$385.2M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$250 - $1,000
Hourly Rate:$150 - $250/hr
WT Wealth Management charges an annual investment management fee based on a percentage of assets under management, ranging from 0% to 2%. These fees are collected quarterly in advance. Financial planning services are offered on an hourly basis ($150-$250/hour) or ongoing subscription basis ($250-$1,000/quarter). Fees are negotiable based on assets and complexity.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningReal Estate Investing
Loading...
Advisor Information
Office location
20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2005Settled
Customer Dispute
May 2004Settled
Other Business ActivitiesSells Insurance
Thomas is a Principal and IAR at TCS Financial, LLC, spending about a quarter of his time managing client relationships, trading investment accounts, and administrating the business. He is also an agent for fixed insurance and fixed annuity sales, licensed since 2023, dedicating minimal time to this activity.
Employment History
Current Registrations
Wt Wealth Management, LLC
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Tcs Financial LLC
June 2009 - December 2024 · 15 yrs 6 mos
First Financial Equity Corporation
March 2006 - September 2008 · 2 yrs 6 mos
Morgan Stanley & Co., Incorporated
August 2002 - January 2003 · 5 mos
State Registrations6 states
AZCAFLGAIDTX
Advisor
Exams
No exam information available for this advisor.