DT
CFP

David Michael Thome

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
64 advisors
Number of Clients
1,148 clients
Average Client Portfolio
$58.9M average
Assets Under Management
$67.6B

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:$5,000 - $150,000

Due to the bespoke nature of the business, Fiducient Advisors does not have a standardized fee schedule. Fees are negotiated and vary based on factors like complexity, scope of work, account type, assets under management/advisement, and meeting frequency. Non-discretionary asset-based fees typically range from 0.01% to 1.0%. Discretionary asset-based fees range up to 0.30% for institutional clients and up to 1.0% for wealth management clients. Project-based fees range from $5,000 to $150,000.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersCorporate ExecutivesHigh Net Worth
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Advisor Information

Office location

1430 Spring Hill Road #320, Mclean, VA, 22102

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fiducient Advisors LLC
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Orion Investment Advisors, LLC
January 2016 - March 2018 · 2 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2016 - June 2017 · 1 yr 5 mos
Morgan Stanley
February 2012 - February 2016 · 4 yrs
Morgan Stanley Broker
February 2012 - February 2016 · 4 yrs
Suntrust Investment Services, INC.Broker
December 2008 - January 2012 · 3 yrs 1 mo
Suntrust Investment Services, INC.
December 2008 - January 2012 · 3 yrs 1 mo
Citigroup Global Markets INC. Broker
May 2007 - December 2008 · 1 yr 7 mos
Citigroup Global Markets INC.
May 2007 - December 2008 · 1 yr 7 mos
Citicorp Investment Services
September 2006 - May 2007 · 8 mos
Citicorp Investment ServicesBroker
August 2006 - May 2007 · 9 mos
Suntrust Investment Services, INC.
September 2004 - August 2006 · 1 yr 11 mos
Suntrust Investment Services, INC.Broker
April 2004 - August 2006 · 2 yrs 4 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.
David Michael Thome - Financial Advisor | AdvisorDiscover