Thomas Pietrack
Thomas Pietrack is a CFP-designated registered investment advisor at Coherent Financial Advisers, LLC, based in Peoria, AZ, with 22 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 61 clients with $41M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Peoria, AZ
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Thomas is an independent licensed insurance agent and may offer clients advice or products from these activities, which presents a conflict of interest. These outside business activities take about 10-20% of Thomas's time.
Employment History
Current Registrations
Coherent Financial Advisers, LLC
Previous Registrations
Wealth Management International, LTD.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Eagle Strategies CORP
American Express Financial Advisors, INC.
State Registrations1 state
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.