RIA Intel›Advisers›Wisconsin›THOMAS FINANCIAL PLANNING, LLC

THOMAS FINANCIAL PLANNING, LLC

Advisory

WI

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account
$2M
across 9 accounts
AUM per adviser
$19M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

HOHENSEE FINANCIAL SERVICES, INC.
DOUSMAN, WI
$19M
DAVIG FINANCIAL CORPORATION
HOLMEN, WI
$19M
-31.5% 1Y
KOCH RICHARD A & CO INC
GERMANTOWN, WI
$20M
-20.8% 1Y
FIDUCIARY INSIGHT, LLC
$20M
DIVERSIFIED CAPITAL WEALTH MANAGEMENT, LLC
MEQUON, WI
$20M
ETF MODEL SOLUTIONS, LLC
APPLETON, WI
$18M
+26.9% 1Y

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