What is Thompson Advisory Services's NAICS code?

Thompson Advisory Services's NAICS code is 52 (Finance and Insurance).

Insights

Fee-only appeal Independent, fee-only advisory model positions Thompson Advisory Services as a trusted partner for clients seeking objective planning without commissions. Sales opportunity: emphasize cost transparency and aligned incentives to attract fee-conscious high-net-worth individuals and small business owners seeking holistic financial planning.

Holistic services Comprehensive offerings covering tax, investments, insurance, estate, retirement, and budgeting create cross-sell potential across multiple financial needs. Sales opportunity: present bundled advisory packages and explore referrals from existing clients who may require estate or tax planning expertise.

Tech-enabled Utilizes a modern tech stack including AWS, Calendly, Google and Microsoft tools, and Node.js to streamline scheduling, data handling, and client portals. Sales opportunity: position as a tech-forward advisor with scalable onboarding for clients, efficient virtual meetings, and secure data management.

Small firm agility Small team size (2-10 employees) suggests personalized service and potential scalability needs. Sales opportunity: target individuals and small businesses valuing bespoke advice, while offering advisory process enhancements and scalable services as client load grows.

Revenue range Annual revenue between one and ten million indicates established operations with growth potential. Sales opportunity: pursue mid-market clients and high-asset individuals seeking strategic financial planning, while offering premium retainer options and referrals from existing clients.

Thompson Advisory Services Tech Stack

Thompson Advisory Services uses 8 technology products and services including Calendly, Amazon Web Services, Google Hosted Libraries, and more. Explore Thompson Advisory Services's tech stack below.

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

Google Hosted Libraries

Content Delivery Network

Amazon Route 53

Domain Name Services

Microsoft 365

Google Maps

Maps

HTML5 Mobile Boilerplate

Mobile Application Development Platforms

Node.js

Programming Languages

Thompson Advisory Services Email Formats	Example	Percentage
First@thompson-advisory.com	John@thompson-advisory.com	100%

Thompson Advisory Services Email Formats

Example

Percentage

First@thompson-advisory.com

John@thompson-advisory.com

100%

Frequently Asked Questions

What is Thompson Advisory Services's phone number?

You can contact Thompson Advisory Services's main corporate office by phone at

+1-415-954-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Thompson Advisory Services's official website and social media links?

Thompson Advisory Services's official website is thompson-advisory.com and has social profiles on LinkedIn.

How much revenue does Thompson Advisory Services generate?

As of August 2026, Thompson Advisory Services's annual revenue is estimated to be $1M - $10M.

What is Thompson Advisory Services's SIC code and NAICS code?

Thompson Advisory Services's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Thompson Advisory Services have currently?

As of August 2026, Thompson Advisory Services has approximately 3 employees across 1 continents, including North America. Key team members include Fee-Only Financial Planner: T. E. T. and Certified Financial Planner: S. E. Explore Thompson Advisory Services's employee directory with LeadIQ.

What industry does Thompson Advisory Services belong to?

Thompson Advisory Services operates in the Financial Services industry.

What technology does Thompson Advisory Services use?

Thompson Advisory Services's tech stack includes Calendly, Amazon Web Services, Google Hosted Libraries, Amazon Route 53, Microsoft 365, Google Maps, HTML5 Mobile Boilerplate and Node.js.

What is Thompson Advisory Services's email format?

Thompson Advisory Services's email format typically follows the pattern of First@thompson-advisory.com. Find more Thompson Advisory Services email formats with LeadIQ.

When was Thompson Advisory Services founded?

Thompson Advisory Services was founded in 2009.

Thompson Advisory Services

Q: How many employees does Thompson Advisory Services have currently?

Thompson Advisory Services has approximately 3 employees.

Q: What technology does Thompson Advisory Services use?

Thompson Advisory Services's tech stack includes Microsoft 365, Google Hosted Libraries, Google Analytics, reCAPTCHA, HTML5 Mobile Boilerplate.

Financial ServicesOregon, United States2-10 Employees

Thompson Advisory Services is a financial services firm based in Portland, Oregon, offering holistic financial planning to align clients’ money management with their life goals. The firm provides comprehensive guidance across tax planning and preparation, investments, insurance, estate and retirement planning, budgeting, and other related concerns, aiming to deliver practical recommendations and support clients through implementation. As an independent, fee-only advisory, it does not receive referral fees or commissions, instead charging a fixed annual retainer that covers meetings and ongoing access to a personal financial advisor as circumstances change. The business serves individuals seeking a objective, tailored financial plan that can adapt over time. The firm positions itself as a local independent advisor focused on providing comprehensive, objective advice rather than product-selling, within the broader financial services industry.

Insights

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