What is Thompson Advisory Services's NAICS code?

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

Insights

Independent, fee-only Independent, fee-only model signaling potential for clients seeking objective, conflict-free financial planning packages. Leverage sales angle focused on fiduciary duty and transparent pricing to attract high-trust audiences such as high-net-worth individuals, retirees, and professionals seeking holistic planning.

Comprehensive services Broad service offering across tax, investments, insurance, estate, retirement, and budgeting suggests upsell opportunities for bundled planning retainers. Cross-sell financial planning components to existing clients and expand into related advisory areas as client life events occur.

Small team agility Very lean team (2-10 employees) indicates potential capacity constraints but also a nimble profile for personalized service. Ideal for targeted niche marketing, referral partnerships, and scalable digital onboarding to grow AUM without sacrificing customization.

Digital backbone Tech stack includes cloud and scheduling tools (Acuity Scheduling, AWS, Google services, Microsoft 365) enabling efficient client intake, remote meetings, and scalable service delivery. Pitch efficiency and virtual advisory capabilities to prospective clients across geographies.

Mid-market potential Revenue in the million-dollar range with a small team mirrors opportunities typical of growing advisory firms. Target mid-market professionals and small business owners seeking cost-effective, fiduciary financial planning with a clear retainer model and ongoing access to advisers.

Thompson Advisory Services Tech Stack

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

Calendly

Appointment Scheduling

Amazon Web Services

Cloud Hosting

Open Graph

Content Management System

jQuery

Javascript Libraries

Google Maps

Maps

Office 365

Office Suites

YouTube

Video Players

Express

Web Frameworks

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 NAICS code?

Thompson Advisory Services's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies 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.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 CalendlyAmazon Web ServicesOpen GraphjQueryGoogle MapsOffice 365YouTubeExpress.

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

Similar companies to Thompson Advisory Services

Booz Allen Hamilton

Boston Consulting Group (BCG)

LEK CONSULTING

Strategy&

Accenture

Oliver Wyman

Kearney

Deloitte Consulting