Thomas Schorn
Thomas Schorn is a registered investment advisor at Schorn Wealth, based in Englewood, FL, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 721 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
33 South Indiana Avenue, Englewood, FL, 34223
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Thomas is the sole member of Fiduciary Planning, LLC, an RIA, and spends nearly full-time on RIA operations, financial planning, and investment management. He also owns Schorn Wealth Management, providing investment advice and financial planning, and sells life insurance and fixed annuities, dedicating about a quarter of his time to this. Additionally, Thomas is a CPA providing tax planning and preparation services, spending a few hours per week on this.
Employment History
Current Registrations
Schorn Wealth
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Sorrento Pacific Financial, LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations2 states
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.