TP
TP

Thomas Joseph Price

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
317 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$378.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1.0M - $2.0M0.01%
$2.0M - $5.0M0.01%
$5.0M - $10.0M0.01%
$10M+0.01%

Fees negotiable for accounts above $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,200
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Location

2910 Lucerne Drive Se, Grand Rapids, MI, 49546

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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 owns Genesis Financial for personal tax preparation and is the Director of Wealth Management at Hanc Wealth Management LLC, Hungerford Financial, and Hungerford Wealth. He also owns Thomas J Price Independent Insurance, selling life, health, and other non-variable insurance.

Employment History
Current Registrations
Hungerford Financial LLC
March 2016 - Present · 9 yrs 11 mos
United Planners' Financial Services of America a Limited PartnerBroker
March 2011 - Present · 14 yrs 11 mos
Previous Registrations
Qa3 Financial LLC
October 2010 - February 2011 · 4 mos
Qa3 Financial CORP.Broker
June 2010 - February 2011 · 8 mos
Questar Capital CorporationBroker
June 2009 - June 2010 · 1 yr
Pacific Select Distributors, INC.Broker
January 2008 - February 2009 · 1 yr 1 mo
Comerica Securities
July 2003 - January 2008 · 4 yrs 6 mos
Comerica SecuritiesBroker
July 2003 - January 2008 · 4 yrs 6 mos
Capital Brokerage CorporationBroker
October 1998 - August 2003 · 4 yrs 10 mos
Old Kent Financial AdvisorsBroker
August 1996 - July 1998 · 1 yr 11 mos
Gna Securities, INC.Broker
January 1994 - August 1996 · 2 yrs 7 mos
State Registrations12 states
CACOCTFLINKYMINCNYPATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Thomas Joseph Price - Financial Advisor | TrueAdvisor