Thomas Cook is a CFP-designated registered investment advisor at Retire to Tellico, based in Louden, TN, with 4 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 14 clients with $7.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RTT offers investment management as part of its Wealth Management Engagement for clients with $500,000 or more in assets. The annual fee is 1.25% of your portfolio, charged quarterly. The minimum annual fee for this service is $6,250. RTT may use outside managers, and the fee includes the outside manager's fee.
Contact
Thomas Cook
Location
262 Mialaquo Road, Louden, TN, 37774
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas works as an educator at Refine Your Plan, LLC and as an adjunct lecturer at the University of Tennessee - Knoxville, dedicating about half of his time to these activities. He creates and shares financial educational content, spending about 10-20% of his time on this.
Employment History
Current Registrations
Tvamp, LLC
Retire to Tellico
Previous Registrations
Rather & Kittrell, INC.
State Registrations1 state
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.
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