Charles Thomas is a CFP-designated registered investment advisor at Sfmg Wealth Advisors, based in Plano, TX, with 10 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 4 more. Their firm serves 927 clients with $2.5B 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 | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Location
3960 Dallas Parkway, Suite 400, Plano, TX, 75093
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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
Charles is the Owner/Founder of Elm Valley Group, a general tax consulting and compliance business, since 2018. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Sfmg Wealth Advisors
Previous Registrations
Howard Financial Services, LTD.
Cain, Watters & Associates, LLC
State Registrations1 state
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