Unclaimed Profile

Thomas Schorn

FIDUCIARY PLANNING, LLC·ENGLEWOOD, Florida

SIE, Series 7, Series 24, Series 51, Series 63, Series 65, Series 99TO28 years registeredFIDUCIARY PLANNING, LLC

33 SOUTH INDIANA AVENUE, ENGLEWOOD, FL 34223CRD# 2928253Firm CRD# 304104

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Schorn · ENGLEWOOD, FL

Registration

CRD #2928253 · FIDUCIARY PLANNING, LLC · 28 years registered

Brand Profile

Not yet started

Career History

SCHORN WEALTH

Jun 2019 – present

CADARET GRANT & CO INC

Dec 2020 – Jun 2021

JOHNSTOWN, PA

FIRST ALLIED ADVISORY SERVICES, INC.

Jun 2012 – Jul 2019

WEST CHESTER, PA

FIRST ALLIED SECURITIES, INC.

Jan 2005 – Jul 2012

WEST CHESTER, PA

H.D. VEST ADVISORY SERVICES, INC

Jul 1998 – Jan 2005

WEST CHESTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · July 10, 1998

Years registered · 28

Disclosure History

2011Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FIDUCIARY PLANNING, LLC

CRD 304104 · SEC 801-116818

AUM

$290M

Regulatory assets under management

Employees

1,472 client accounts

Services offered by FIDUCIARY PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIDUCIARY PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Schorn offer?

Thomas Schorn specializes in Financial Planning, Investment Management. Contact their office in ENGLEWOOD, Florida for a consultation.

What are Thomas Schorn's credentials?

Thomas Schorn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Schorn located?

Thomas Schorn is based in ENGLEWOOD, Florida, working with FIDUCIARY PLANNING, LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Thomas Schorn charge for services?

Thomas Schorn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIARY PLANNING, LLC?

FIDUCIARY PLANNING, LLC has approximately 8 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Florida

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City Guides

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Research

Advisor Fees in Florida National Fee Analysis

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