Thomas Tillery is a CFP, ChFC-designated registered investment advisor at Paraklete Financial, INC., based in Kennesaw, GA, with 20 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Simple financial plan - up to $25,000, involving approximately 40 hours of work and multiple meetings with the client and their other service providers.
- Intermediate complexity financial plan (virtual unbundled multi-family office) - $96,000, including four personal financial plans, one business plan, selection of outside advisors, creation of a family social media policy, and five unique websites, encompassing approximately 160 hours of time.
- Most complex financial plan (virtual unbundled single-family office) - $174,000, including five personal financial plans, one business plan and creation of the single-family office, selection of outside advisors, creation of a family social media policy, and six unique websites, encompassing approximately 290 hours of time.
Location
Kennesaw, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the Vice President of Financial Planning Advocate, LLC, an educational services and consulting firm, since 2009. He spends about a quarter of his time writing textbooks, speaking publicly, and providing continuing education.
Employment History
Current Registrations
Paraklete Financial, INC.
Previous Registrations
Multi-Financial Securities Corporation
MML Investors Services, INC.
State Registrations12 states
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