SJ Boyle Wealth Planning
45yrs
Top advisor by experience in Hanover
31yrs
William Thomas
Financial advisor at Wells Fargo Advisors
William Thomas is a fiduciary financial advisor in Hanover, New Hampshire, with 31 years in the industry. William joined Wells Fargo Advisors in 2021, after five years at A. G. Edwards & Sons. William holds the CFA designation.
One of 56 advisors with offices in Hanover, and one of 50 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 13% by experience in New Hampshire
Office45 Lyme Rd Suite 303 [Satellite], Hanover, NH 03755
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2008 – 2021Wells Fargo Clearing Services, LLCPreviously
- 2003 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Wells Fargo Advisors at 314-875-3000 and ask for William Thomas. William works from the Hanover, NH office.
How long has William been a financial advisor?
William has been in the industry since 1995, about 31 years. Top 13% by experience in New Hampshire.
What licenses does William hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William 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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