Thomas Blackburn is a CFP, PFS-designated registered investment advisor at Mason & Associates, LLC, based in Newport News, VA, with 13 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Federal Employees, and 4 more. Their firm serves 406 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mason & Associates' investment management fee is a percentage of your portfolio, and it's negotiable but cannot exceed 2.00% per year. If assets are held inside an annuity product, those assets are billed at a flat rate not to exceed 1.00% per year. Fees are deducted quarterly.
Contact
Thomas Blackburn
Location
2 Bayport Way, Suite 110, Newport News, VA, 23606
Get directionsHistory
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 is the proprietor of TFB Financial LLC, offering tax return preparation services as a CPA since 2019. He dedicates about 10-20% of his time during tax season and a few hours per week off-season to preparing tax returns for family and friends.
Employment History
Current Registrations
Mason & Associates, LLC
Previous Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Verus Financial Partners
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.
Exams