Thomas Westrick is a CFP-designated registered investment advisor at Rpc Private Wealth, LLC, based in Hinsdale, IL, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 328 clients with $250M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
These fees apply to accounts custodied at Schwab, Nationwide Variable Annuity, and Bright Directions 529 Plan platforms. Lower fees apply to American Funds F2 share class platform.
Fee Estimator
Location
120 E. Ogden Avenue, Suite 102, Hinsdale, IL, 60521
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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 Activities
Thomas works as a financial consultant for Retirement Programs Co. LLC, dedicating about half his time to financial planning and client management. He also invests in rental real estate, spending minimal time on this activity.
Employment History
Current Registrations
Rpc Private Wealth, LLC
Previous Registrations
Private Vista, LLC
Wna Wealth Advisors, INC.
Apw Capital, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Waterstone Financial Group, INC.Broker
Dreher & Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Lasalle St Securities, L.L.C.Broker
Dreher & Associates, INC.Broker
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.