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Advisors / Texas / Fort Worth
29yrs

Thomas Oley

Financial advisor at Wells Fargo Advisors

Based in Fort Worth, Texas, Thomas Oley is a fiduciary financial advisor with 29 years of industry experience. Thomas has been with Wells Fargo Advisors since 2019; before that, Thomas spent eight years at Comerica Securities and less than a year at Kestra Investment Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 1842 advisors with offices in Fort Worth, and one of 1738 fiduciaries.

Fort Worth, TX 76102Top 11% by experience in Fort WorthFiduciary advisor

At a glance

Experience29 years (since 1997)
How that compares ?Top 11% by experience in Fort Worth
Office201 Main St Suite 1700, Fort Worth, TX 76102
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2019 – now
  2. 2011 – 2019
    Comerica SecuritiesPreviously
  3. Sep 2010 – Feb 2011
    Kestra Investment Services, LLCPreviously
  4. Oct 2008 – Sep 2010
    Institutional Securities CorporationPreviously
  5. Jun 2007 – Oct 2008
    Crown Capital Securities, L.P.Previously
  6. Oct 2006 – May 2007
    Wells Fargo Investments, LLCPreviously
  7. 2003 – 2006
    Avantax Advisory ServicesPreviously
  8. 1997 – 2002
    Morgan Stanley DW Inc.Previously

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Wells Fargo Advisors at (314) 875-3000 and ask for Thomas Oley. Thomas works from the Fort Worth, TX office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 1997, about 29 years. Top 11% by experience in Fort Worth.

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?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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