Research & Portfolio Management
43yrs
Top advisor by experience in Crescent Springs
18yrs
Thomas Dillon
Full name on record: Thomas Christopher Dillon
Financial advisor at Independent Financial Partners
Thomas Dillon is a fiduciary financial advisor in Crescent Springs, Kentucky, with 18 years in the industry. After a year at LPL Financial, Thomas joined Independent Financial Partners in 2011, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 20 advisors with offices in Crescent Springs, and one of 20 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 70% of advisors in Crescent Springs
Office541 Buttermilk Pike, Suite 305, Crescent Springs, KY 41017
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$225,569
Advisors at the firm314
States licensed ?1 state
Services through Independent Financial Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- Mar 2018 – May 2019LPL Financial LLCPreviously
- 2011 – nowIndependent Financial PartnersCurrent firm
Contact Thomas
(813) 341-0960Firm headquarters in Tampa, FL. Ask for Thomas. 541 Buttermilk Pike, Suite 305Crescent Springs, KY 41017Office · Get directions
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- 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
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About Thomas
How do I contact Thomas?
Call Independent Financial Partners at (813) 341-0960 and ask for Thomas Dillon. Thomas works from the Crescent Springs, KY office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2008, about 18 years. More experience than 70% of advisors in Crescent Springs.
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?
Independent Financial Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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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