Thomas Flavin
Thomas Flavin is a CFP, PFS-designated registered investment advisor at Flavin Financial Services, INC., based in Melbourne, FL, with 10 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 182 clients with $200M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees, account minimums and payment terms are negotiable depending on each client’s unique situation.
Fee Estimator
Location
2200 S. Babcock Street, Melbourne, FL, 32901
Get directionsHistory
Regulatory History (1)
Regulatory
August 2015Other Business Activities
Thomas holds an ownership interest in Flavin, Nooney & Person accounting firm and serves as a shareholder and CEO of Flavin Nooney & Person, CPAs and Advisors, dedicating nearly full-time and about half his time, respectively. He also serves as a board member for Holy Trinity Episcopal Academy, spending a few hours per week on school governance.
Employment History
Current Registrations
Flavin Financial Services, INC.
Previous Registrations
Flavin Financial Services, INC.
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.