Jack Thomas

Clear Creek Financial Management, LLC

26 Years of Experience

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Firm Information

Clear Creek Financial Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

45 advisors

Number of Clients

3,783 clients

Average Client Portfolio

$390K average

Assets Under Management

$1.5B

Fee Structure

Financial Plan Fee:$250 - $100,000

Hourly Rate:Up to $350/hr

The maximum annual fee for asset management is 1.50%, billed monthly or quarterly. Financial planning and consulting fees range from $250 to $100,000 as a flat fee or up to $350 per hour. Helios Quantitative Research is offered to other investment advisers with fees based on hourly, flat, or percentage of AUM, with the percentage not exceeding 0.20%. Pension consulting fees are hourly ($250), flat (ranging from $750 to $12,000), or percentage of plan assets (not exceeding 1.00%).

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

910 W Main St, Ste 354, Boise, ID, 83702

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Regulatory History (1)

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

January 2010

Settled

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Other Business ActivitiesSells Insurance

Jack is the 100% owner of Jack Thomas Financial, used for marketing securities and advisory services, taking about a quarter of his time. He is also insurance licensed in multiple states to offer life, health, and disability insurance, dedicating minimal time to this.