AdvisorOS Directory
Claim Profile
Unclaimed Profile
BT

Bruce Price Thompson

THOMPSON WEALTH MANAGEMENT, LTD.·CONCORD, Massachusetts
Clean recordTHOMPSON WEALTH MANAGEMENT, LTD.
30 MONUMENT SQUARE, CONCORD, MA 01742CRD# 1191893Firm CRD# 108313

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Price Thompson · CONCORD, MA
Registration
CRD #1191893 · THOMPSON WEALTH MANAGEMENT, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bruce Price Thompson is a registered financial advisor based in CONCORD, Massachusetts, affiliated with THOMPSON WEALTH MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Bruce

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bruce is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
THOMPSON WEALTH MANAGEMENT, LTD.
THOMPSON WEALTH MANAGEMENT, LTD.
AUM
$310M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at THOMPSON WEALTH MANAGEMENT, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF CLIENT'S NET WORTH.
Regulatory
SEC/IARD CRD# 1191893
Firm CRD# 108313
View on FINRA BrokerCheck →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, Massachusetts or claim this profile if it's yours.

Browse CONCORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Bruce Price Thompson offer?
Bruce Price Thompson specializes in Financial Planning, Investment Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Bruce Price Thompson's credentials?
Bruce Price Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Price Thompson located?
Bruce Price Thompson is based in CONCORD, Massachusetts, working with THOMPSON WEALTH MANAGEMENT, LTD.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Bruce Price Thompson charge for services?
Bruce Price Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of client's net worth.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMPSON WEALTH MANAGEMENT, LTD.?
THOMPSON WEALTH MANAGEMENT, LTD. has approximately 6 employees and manages $310M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THOMPSON WEALTH MANAGEMENT, LTD.

Marianne Mcdonald Thompson
CONCORD, MA
Andrew Damien Richardt
CONCORD, MA

More Advisors in CONCORD, Massachusetts

Eileen M Toti
ALTA COMMUNICATIONS, INC.·CONCORD, MA
Robert Lee Hockett
COVALENT PARTNERS LLC·CONCORD, MA
Brian W Mcneill
ALTA COMMUNICATIONS, INC.·CONCORD, MA
Timothy L Dibble
ALTA COMMUNICATIONS, INC.·CONCORD, MA
Abbey Lee Henderson
ABARIS FINANCIAL GROUP, LLC·CONCORD, MA
Allison R Beakley
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC·CONCORD, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile