Thompson & Thompson Investment Advisors, Inc. fees
Financial planner in Pasadena, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 15, 2026, Thompson & Thompson Investment Advisors, Inc. (Pasadena, CA) charges $250-$600 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change.
- Hourly rate
- $250-
$600/hr Runs from below the California median of $300 to above it.
“Hourly rates start at $250 per hour and go up to $600 per hour and depend on the education and experience levels of the investment advisor and the nature of the matter.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2020 (6 years)
How Thompson & Thompson Investment Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for accounts that do not allow direct payment of fees and for other assets are generally paid by direct (ACH) transfer from a checking account.”
- “Client will remain responsible for any fees and costs then due and payable to T&T.”
About Thompson & Thompson Investment Advisors, Inc.
“For comprehensive investment management services, the client engages T&T to manage substantially all of the client’s financial assets, and T&T provides the client with retirement income planning.”
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 30
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $27.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 15, 2026
- CRD number
- 306408 (opens in new tab)
- Phone
- (626) 639-6562
Other planners in Pasadena that publish fees
- McDonnell Financial ServicesPasadenaHourly $350/hr, Flat $50,000
- Bernard & Johnson Family Wealth ManagementPasadenaHourly up to $600/hr
- Raven Wealth AdvisorsPasadenaHourly $250/hr, Flat $5,000-$10,000
- Tsai Wealth ManagementPasadenaHourly $250/hr
- Lake Avenue Financial LLCPasadenaHourly up to $600/hr, Flat up to $20,000
- Lawrence Russell and CompanyPasadenaHourly $150/hr, Flat $1,450-$3,650
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.