Oneamerica Securities
46yrs
Top advisor by experience in Waltham
44yrs
Thomas Wade
Full name on record: Thomas E Wade
Financial advisor at Pension & Wealth Management Advisors
Based in Waltham, Massachusetts, Thomas Wade is a fiduciary financial advisor with 44 years of industry experience. Thomas joined Pension & Wealth Management Advisors in 2026, after 26 years at Devonshire Asset Management. Thomas holds the CFP® designation.
One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.
At a glance
Experience44 years (since 1983)
How that compares ?Top advisor by experience at Pension & Wealth Management Advisors
Office800 South Street Suite 160, Waltham, MA 02453
How the firm is paid ?Percent of assets
Typical client at the firm ?$923,176
Advisors at the firm8
States licensed ?1 state
Services through Pension & Wealth Management Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowPension & Wealth Management AdvisorsCurrent firm
- 1999 – 2025Devonshire Asset Management, Inc.Previously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Pension & Wealth Management Advisors at 781-810-0800 and ask for Thomas Wade. Thomas works from the Waltham, MA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1983, about 44 years. Top advisor by experience at Pension & Wealth Management Advisors.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Pension & Wealth Management Advisors reports being paid by a percentage of the assets they manage. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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