TL
CFP · ChFC
TL
CFP · ChFC

Thomas Andrew Lane

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
8,021 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.8B

Fee Structure

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Location

155 E. 3rd Street, Moorestown, NJ, 08057

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History

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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Other Business ActivitiesSells Insurance

Thomas is a licensed insurance agent, dedicating about 10% of his time to selling insurance and servicing accounts. He is a producer located in Moorestown, New Jersey.

Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
August 2025 - Present · 6 mos
Lane Hipple - Wealth Management Group
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Vsr Advisory Services
May 2006 - September 2013 · 7 yrs 4 mos
Wachovia Securities Financial Network, LLC
September 2003 - May 2006 · 2 yrs 8 mos
State Registrations8 states
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Advisor
Exams
No exam information available for this advisor.