Brian Thompson, JD, CFP® Brian Thompson Financial LLC

Contact this advisor

About Brian Thompson, JD, CFP®

After a decade representing individuals and businesses as a tax and audit attorney, I wanted to make a bigger impact and help people like you navigate the critical financial decisions that come with adulthood through knowledgeable, conflict-free advice.

I also offer a unique perspective for LGBTQ couples. Our opportunities for marriage and family planning have changed dramatically, and I know how exciting and confusing this time can be, having recently gotten married myself. I can help you understand all the benefits and protections available to you in this new landscape.

I graduated cum laude from DePauw University and obtained my Juris Doctor from Boston University School of law. I earned my Certificate in Financial Planning from Boston University Center for Professional Planning, and received my Certified Financial Planner designation in 2012.

Contact this advisor

Ideal Clients

  • Business Owner
  • Generation X
  • Members of the LGBT Community
  • Newlyweds

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo + $750+ Upfront
  • Flat fee: $499
  • AUM: 0.50%+

 

SEC Records

States Registered

  • Illinois

File Complaint