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Advisors / Texas / Plano
13yrs

Christopher Thomas

Financial advisor at Vanguard Advisers

Based in Plano, Texas, Christopher Thomas is a fiduciary financial advisor with 13 years of industry experience. Christopher joined Vanguard Advisers in 2025, after eight years at USAA Investment Services and three years at USAA Financial Planning Services. Vanguard Advisers offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.

One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.

Plano, TX 75024Fiduciary advisor

At a glance

Experience13 years (since 2013)
How that compares ?More experience than 71% of advisors in Plano
Office7900 Windrose Ave, Plano, TX 75024
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?1 state

Services through Vanguard Advisers

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

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

  1. Dec 2025 – now
  2. 2018 – 2025
  3. 2014 – 2018
    USAA Financial Planning ServicesPreviously
  4. Jul 2013 – Apr 2014
    Morgan StanleyPreviously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Christopher

How do I contact Christopher?

Call Vanguard Advisers at (610) 669-1000 and ask for Christopher Thomas. Christopher works from the Plano, TX office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2013, about 13 years. More experience than 71% of advisors in Plano.

What licenses does Christopher hold?

Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Christopher 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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