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.
At a glance
Services through Strategic Advisers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2016Curian Capital, LLCPreviously
Contact Thomas
(617) 563-7000Firm headquarters in Boston, MA. Ask for Thomas. Thompson Station, TNOffice · Get directionsIs 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.
- 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
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.