Edna Thompsen is a CFP-designated registered investment advisor at Edna J. Thompsen, CFP, based in Spring, TX, with 12 years of industry experience. Edna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Comprehensive financial plan — $1,500 to $2,400, depending on the complexity of the client's situation.
- Hourly consulting — $175 per hour for financial consulting.
- Administration services — $75 per hour for services such as tracking income and expenses, balancing checkbooks, coordinating tax documents, and organizing estate planning documents.
One-Time Plan:$1,500 - $2,400
Hourly Rate:$75 - $175/hr
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Location
Spring, TX
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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.
Learn about disclosures →Employment History
Current Registrations
Edna J. Thompsen, CFP
October 2013 - Present · 12 yrs 6 mos
State Registrations2 states
LATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.