Bruce James Thomas JR fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$90⁠-⁠$250/hr

“Fees are negotiable on a case by case basis, will be agreed upon in advance and be at either a fixed rate $180.00 to $45,000.00, based on adviser's anticipated hours expended and scope of services provided to individuals and corporate entities; or an hourly fee that ranges from $90.00 to $250.00.”

Flat or project fee

$180⁠-⁠$45,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bruce James Thomas JR’s fees compare

• Its hourly rate of $90-$250 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
• None of the 3 other planners in Moorpark that publish an hourly rate charge less.
• Its flat or project fee of $180-$45,000 spans the California median of $5,000. 92% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Moorpark that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Bruce James Thomas JR

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

115903

Phone

(805) 778-1160

Other planners in Moorpark that publish fees

• Glatt and Associates, LLCMoorpark$325⁠-⁠$400/hr, $500
• Kelsey Financial, LLCMoorpark$350/hr, $100⁠-⁠$20,000
• Smartcourse Advisory, LLCMoorpark$200/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 5 planners in Moorpark