Osaic Wealth
46yrs
Top advisor by experience in Southlake
16yrs
Thomas Smith has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Southlake, Texas. After two years at Realta Investment Advisors and less than a year at Capital Markets Iq, Thomas joined Legacy Wealth Management in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?Top 18% by experience at Legacy Wealth Management
Office1500 Corporate Circle., Southlake, TX 76092
How the firm is paid ?Percent of assets, Flat fee, Performance fee, Other
Typical client at the firm ?$186,710
Advisors at the firm50
States licensed ?1 state
Services through Legacy Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing 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.
Career
- 2024 – nowLegacy Wealth Management, LLCCurrent firm
- Nov 2022 – May 2024Realta Investment Advisors, Inc.Previously
- Aug 2022 – Oct 2022Capital Markets Iq, LLCPreviously
- 2018 – 2022Center Street Advisors, Inc.Previously
- Jun 2016 – Aug 2017Center Street Advisors, Inc.Previously
- 2011 – 2016Titan SecuritiesPreviously
- Jun 2011 – Aug 2011NFSG CorporationPreviously
Contact Thomas
(208) 955-0500Firm headquarters in Boise, ID. Ask for Thomas. 1500 Corporate Circle.Southlake, TX 76092Office · Get directions Facebook pageLegacy Wealth Management
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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
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About Thomas
How do I contact Thomas?
Call Legacy Wealth Management at (208) 955-0500 and ask for Thomas Smith. Thomas works from the Southlake, TX office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2010, about 16 years. Top 18% by experience at Legacy Wealth Management.
What licenses does Thomas hold?
Series 63, Series 66. 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?
Legacy Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains, other fees. 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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