Thomas Hodgson is a CFP-designated registered investment advisor at Lutz Financial, based in Omaha, NE, with 12 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 881 clients with $2.6B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable. Existing clients may be grandfathered under their current fee schedules. Minimum fee of the lesser of 1.50% annually or $1,250 per quarter for clients who fall below Lutz Financial’s minimum assets under management. Firm also offers an Automated Investment Program with a flat 1.00% annual advisory fee.
Fee Estimator
Location
13616 California Street, Suite 300, Omaha, NE, 68154-5336
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 →Employment History
Current Registrations
Lutz Financial
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
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.