Contact Information
Detailed Information
72/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Thomas Kopelman, CFP, is co-founder of AllStreet Wealth, a virtual fee-only firm that works with millennial business owners, tech professionals, and entrepreneurs. The firm is a fee-only RIA paid only by its clients, with no product commissions, and its engagements are priced as flat fees. Kopelman writes and speaks widely on planning for younger high earners and hosts a podcast on the topic. He has been named to Investopedia’s Top 100 advisors and recognized by Financial Advisor Magazine as a young advisor to watch. His work centers on cash flow, equity compensation, taxes, and building wealth for clients whose finances are growing quickly. AllStreet Wealth serves clients across the country on a virtual basis.
Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #6932202. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Fee-Only
Advisor SEC/CRD #
6932202