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Thayer Financial, L.L.C.

EST. AUM
$106,449,059

CONTACTS
3

CLIENT ACCOUNTS
493

Firm Details

Metro area Charlotte
CRD Number 304729
Website thayerfinancial.com
Client types

Overview

Investment Allocator Firm Description: Thayer Financial, L.L.C. is a fee-only Registered Investment Adviser (RIA) headquartered in Hickory, North Carolina that provides fiduciary wealth management, financial planning, and retirement planning services designed to help clients align investment strategies with long-term financial goals. The firm emphasizes transparent, cost-effective investment management rooted in diversified, long-term allocation strategies using mutual funds, ETFs, and select securities while avoiding commissions or product sales, and adheres to fiduciary standards at all times.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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