Peter Tomassi is a CFP-designated registered investment advisor at Tomassi Financial Planning, LLC, based in Wichita, KS, with 20 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 34 clients with $23M 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 | 1.10% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
Wichita, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Peter works as an adjunct professor of finance online for Liberty University since 2013. This takes about a quarter of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Tomassi Financial Planning, LLC
Previous Registrations
Ronald Blue & CO. LLC
USAA Financial Planning Services
Riverstone Wealth Management
UBS Financial Services INC.
State Registrations3 states
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