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Advisors / Tennessee / Thompson Station
13yrs

Thomas Bauer

Financial advisor at Strategic Advisers

Thomas Bauer has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Thompson Station, Tennessee. Thomas has been with Strategic Advisers since 2025; before that, Thomas spent two years at Fidelity Personal and Workplace Advisors and two years at Curian Capital. Thomas holds the CFP® designation.

One of 4 advisors with offices in Thompson Station, and one of 4 fiduciaries.

Thompson Station, TNCFP®Fiduciary advisor

At a glance

Experience13 years (since 2013)
How that compares ?More experience than 71% of advisors at Strategic Advisers
OfficeThompson Station, TN
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

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
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2022 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2013 – 2016
    Curian Capital, LLCPreviously

Questions to ask Thomas

Tailored to Thomas’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

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About Thomas

How do I contact Thomas?

Call Strategic Advisers at (617) 563-7000 and ask for Thomas Bauer. Thomas works from the Thompson Station, TN office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 2013, about 13 years. More experience than 71% of advisors at Strategic Advisers.

What licenses does Thomas hold?

Series 63, Series 65, 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?

Strategic Advisers reports being paid by a percentage of the assets they manage, 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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