Thompson Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Thompson Wealth Solutions reports 81 clients. They include 50 high-net-worth individuals and 31 individual clients. Of its assets, 100.0% ($172M across 333 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 10% |
| High-net-worth individuals | 62% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 31 | $16.9M | 9.8% | $546K |
| High-net-worth individuals | 50 | $155M | 90.2% | $3.1M |
| Total | 81 | $172M | 100% | $2.12M |
- Clients
- 31
- Regulatory AUM
- $16.9M
- AUM share
- 9.8%
- Avg. per client
- $546K
- Clients
- 50
- Regulatory AUM
- $155M
- AUM share
- 90.2%
- Avg. per client
- $3.1M
Total
- Clients
- 81
- Regulatory AUM
- $172M
- AUM share
- 100%
- Avg. per client
- $2.12M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Thompson Wealth Solutions charges 0.65%–0.95% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$3M | 0.95% |
| $3M and above | 0.65% |
Fee details and sources
Other fees
- Tax Preparation Services
- Tax preparation is billed at an hourly fee of $350, which may be negotiated or waived; fees are due on completion of the services.
Andrew Thompson owns 75% or more of Thompson Wealth Solutions. It has 3 employees, 1 of them in advisory roles.
Leadership
- Andrew ThompsonOwner
- Andrew ThompsonOwner, Founder, CEO & CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Thompson Wealth Solutions, LLC
Andrew Thompson
Control person · since July 2025
Besides its headquarters, Thompson Wealth Solutions has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 1954 Greenspring DR, Suite 310, TimoniumHQ
Contact and registration details
- Legal name
- Thompson Wealth Solutions, LLC
- Headquarters
- 1954 Greenspring DR, Suite 310, Timonium, MD 21093
- Website
- metawealthadvisory.com
- Phone
- 410-683-9263
- SEC file
- 801-134259
- Structure
- Maryland LLC
- Fiscal year end
- December
Thompson Wealth Solutions uses Fidelity ($167M) as custodian for its separately managed accounts. Thompson Wealth Solutions has custody of $161M in client assets for 75 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $167M100%
At year end, Thompson Wealth Solutions’ separately managed accounts were mostly in funds (68%) and cash (17%).
What the accounts hold
- Stocks9%
- Funds68%
- Bonds8%
- U.S. government and agency bonds6%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash17%
How many clients does Thompson Wealth Solutions have?
Thompson Wealth Solutions has 81 clients and manages $172 million for them, as of June 2026. They include 50 high-net-worth individuals and 31 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026
What services does Thompson Wealth Solutions offer?
Thompson Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Thompson Wealth Solutions charge?
Thompson Wealth Solutions charges 0.65%–0.95% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Which custodians does Thompson Wealth Solutions use?
Thompson Wealth Solutions’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $167M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026
How many financial advisors does Thompson Wealth Solutions have?
Thompson Wealth Solutions has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Thompson Wealth Solutions invest in?
At the end of its last fiscal year, Thompson Wealth Solutions’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents, 9% exchange-traded equities, 6% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Thompson Wealth Solutions have a minimum investment?
Yes, Thompson Wealth Solutions’ minimum account size for its Wealth Management Services is $1M.
Who owns Thompson Wealth Solutions?
Thompson Wealth Solutions’ direct owner is Andrew Thompson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 June 2026
How does Thompson Wealth Solutions get paid?
Thompson Wealth Solutions is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Thompson Wealth Solutions?
Thompson Wealth Solutions’ main office is at 1954 Greenspring DR, Suite 310, Timonium, MD 21093. Its phone number is 410-683-9263. Its website is metawealthadvisory.com.