Thomas Everett Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$8,000

“Services are offered based on a flat fee between $1,000 and $8,000.”

Quarterly fee

$250/qtr

“The platform fee on each account is also subject up to a $1000/year ($250/quarter) per account maximum.”

Annual fee

$1,000/yr

From the same sentence as above.

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

How Thomas Everett Investments, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account Lower fees for comparable services may be available from other sources.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Thomas Everett Investments, LLC’s fees compare

• Its flat or project fee of $1,000-$8,000 spans the Ohio median of $3,250. 60% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 8 of the 18 other planners in Columbus that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the Ohio median of $5,000. 9% of the 79 other Ohio planners that publish an annual fee charge less.
• 2 of the 7 other planners in Columbus that publish an annual fee charge less.

About Thomas Everett Investments, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

66

Employees

1

Works with

Individuals and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$4,269,621

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318950

Website

thomaseverettinvestmentsllc.com (opens in new tab)

Phone

(614) 795-7195

Other planners in Columbus that publish fees

• Alexander Financial Planning, Inc.Columbus$350⁠-⁠$500, $3,000⁠-⁠$7,000/yr
• Antolino Wealth AdvisorsColumbus$550/hr
• Asendo Wealth AdvisoryColumbus$250/hr, $2,500
• Clark SoetenColumbus$300/hr, $500⁠-⁠$5,000
• Clearmind CapitalColumbus$5,000, $100⁠-⁠$1,200/mo
• Diamond Equity AdvisorsColumbus$150⁠-⁠$300/hr, $1,000⁠-⁠$3,000

Compare all 52 planners in Columbus