Armstrong Financial
37yrs
Top advisor by experience in Crozet
24yrs
Thomas Grinnell
Full name on record: Thomas Utterback Grinnell
Financial advisor at Sherpa Financial Guides
Thomas Grinnell is a fiduciary financial advisor in Crozet, Virginia, with 24 years in the industry. Thomas joined Sherpa Financial Guides in 2021, after less than a year at AE Wealth Management and a year at BB&t Securities. Sherpa Financial Guides offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 11 advisors with offices in Crozet, and one of 8 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 18% by experience in Crozet
OfficeCrozet, VA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$231,106
Advisors at the firm2
States licensed ?1 state
Services through Sherpa Financial Guides
Financial planningInvestment management for individuals and small businesses
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 66Uniform Combined State Law Examination
Career
- 2021 – nowSherpa Financial Guides, Inc.Current firm
- May 2021 – Jun 2021AE Wealth Management, LLCPreviously
- May 2019 – May 2021AE Wealth Management, LLCPreviously
- Jan 2018 – Dec 2018BB&t Securities, LLCPreviously
- 2004 – 2018BB&t Investment Services, Inc.Previously
- Oct 2002 – Dec 2003Equitable Advisors, LLCPreviously
Contact Thomas
(434) 882-1011Sherpa Financial Guides main office Crozet, VAOffice · Get directions Firm websitesherpafinancialguides.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Sherpa Financial Guides at (434) 882-1011 and ask for Thomas Grinnell. Thomas works from the Crozet, VA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2002, about 24 years. Top 18% by experience in Crozet.
What licenses does Thomas hold?
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?
Sherpa Financial Guides reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.
Other advisors nearby
A. N. Culbertson & Company
21yrs
More experience than 73% of advisors in Crozet
Cetera Investment Advisers
21yrs
More experience than 64% of advisors in Crozet
Badgley Phelps Wealth Managers
11yrs
More experience than 55% of advisors in Crozet
Patina Wealth
11yrs
11 years in the industry
Edward Jones
7yrs
7 years in the industry