Thomas Schwab is a CFP-designated registered investment advisor at T.C. Schwab Financial Planning, LLC, based in Santa Fe, NM, with 18 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 27 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
T.C. Schwab Financial Planning does not manage client assets. They provide investment advice on an hourly basis, and clients implement the recommendations themselves.
Location
Santa Fe, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
T.C. Schwab Financial Planning, LLC
Previous Registrations
T.C. Schwab Financial Planning, LLC
State Registrations1 state
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