Thomas Investment Advisors LLC fees and pricing

Financial planner in Orange, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 4, 2026, Thomas Investment Advisors LLC charges $250⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$500/hr; “Hourly fees range from $250 to $500 per hour.”

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
2 of the 3 other planners in Orange that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 6
Employees: 2
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $12,239,205
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 334544
Website: thomasinvestmentadvisors.com (opens in new tab)
Phone: (949) 252-0165

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