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Thompson Advisory Services Employee Directory

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.

Find Thompson Advisory Services employees' phone numbers or email addresses

Thompson Advisory Services Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Thompson Advisory Services's Leadership

  • Stylized image of a person
    T. E. T.
    Fee-Only Financial Planner
  • Stylized image of a person
    S. E.
    Certified Financial Planner

Thompson Advisory Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Thompson Advisory Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. E. T.
    Fee-Only Financial Planner
    United StatesOregon
    Aug 08, 2025
  • Stylized image of a person
    S. E.
    Certified Financial Planner
    United StatesOregon
    Mar 24, 2026

Frequently Asked Questions

What is Thompson Advisory Services known for?

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Thompson Advisory Services was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Thompson Advisory Services's company overview page for more information.

What is Thompson Advisory Services's most common email format?

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Thompson Advisory Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Thompson Advisory Services email formats with LeadIQ.

How many employees does Thompson Advisory Services have currently?

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Thompson Advisory Services has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Thompson Advisory Services's key employees and leadership?

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As of August 2026, Thompson Advisory Services's key employees include:

  • Fee-Only Financial Planner: T. E. T.
  • Certified Financial Planner: S. E.

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