Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
495 clients
Average Client Portfolio
$248K average
Assets Under Management
$122.8M

Fee Structure

Financial Planning:Charged separately
Loading...

Location

History

Regulatory History
Clean regulatory record

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 CEO and owner of Arche Group Inc, which holds ownership of PFW Group LLC and receives payments from Plan First Wealth LLC. He also refers clients to Holborn Assets LTD, a UK-based investment advisory firm, and receives a portion of their ongoing fees.

Employment History
Current Registrations
Blacktower Financial Management (US) LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Plan First Wealth LLC
February 2019 - December 2023 · 4 yrs 10 mos
Devere USA, INC.
May 2015 - January 2019 · 3 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.