Charles
Thomas
Sfmg Wealth Advisors
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About this Advisor
Charles Thomas is a certified financial planner who works out of Plano, Texas with 1 year of industry experience. Thomas works at Sfmg Wealth Advisors. Throughout their career, they have worked at Cain Watters & Associates, Deloitte Tax, Llp, Birdsong Cpa, Howard Financial Services, LTD, Elm Valley Group and Sfmg Wealth Advisors. Thomas holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Texas. Sfmg Wealth Advisors is a firm that has its headquarters in Plano, TX. It has a total of 36 financial advisors. It controls $2 billion in total assets across its 3,633 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves one charities and foundations. Of its 3,633 customer accounts, 49% belong to high-net-worth investors who have greater than $1 million in assets. The business offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually depend on the type of services offered. Fee types charged by Sfmg Wealth Advisors can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sfmg Wealth Advisors Brokerage Details
$1,884,948,124
36
3,633
$518,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Charles Thomas Work History
Charles has been registered as a financial advisor for 1 years.*
Sfmg Wealth Advisors
Elm Valley Group
Birdsong Cpa
Howard Financial Services , LTD
Cain Watters & Associates
Cain Watters & Associates
Deloitte Tax, Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sfmg Wealth Advisors
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
