Thompson Wealth Management, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Thompson Wealth Management Inc. (TWM) provides financial coaching and consulting services to individuals and other clients. Services include financial coaching, planning, retirement, estate, charitable, education, tax, real estate, mortgage/debt, and insurance analysis. TWM also offers financial coaching packages.
Fee Structure
TWM charges hourly fees (up to $350/hour) or flat fees ($350 to $2,500) for financial coaching and consulting. They also offer financial coaching packages: Green ($950), Gold ($1,750), and Platinum ($2,750) annually. A 50% retainer is required upfront, with the balance due within 30 days of service delivery. Retainers will not exceed $500 when services cannot be rendered within 6 months.
Areas of Practice
Location
400 Corporate Pointe, Ste. 300, Culver City, CA, 90230