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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wymac Capital, Inc. 1 year, 4 months Oct 2014 - Present
Twd Payroll, Inc. 1 year, 7 months Jul 2014 - Present
Capital Performance Advisors LLP 8 years, 7 months Jul 2007 - Present
Pensionone Advisors, Inc. 11 years, 7 months Jul 2004 - Present
CPA Mortgage, Inc 10 years, 4 months May 2004 - Sep 2014
Capital Performance Advisors, Inc. 3 years, 5 months Feb 2004 - Jul 2007
Thomas, Wirig, Doll & Company, CPAS, A Prof Corp 37 years, 6 months Aug 1978 - Present

Designations & Memberships

  • Personal Financial Specialist
    Designation
    Personal Financial Specialist
    Individuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.

Articles and Answers

Insights by Brent Thomas

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 1, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Capital Performance Advisors LLP

Last updated on March 27, 2015
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $392.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees