Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
3yrs
Thomas Fallon has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Boston, Massachusetts. Thomas has been with Osaic Wealth since 2026; before that, Thomas spent two years at Shepherd Kaplan. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office175 Federal Street Suite 1050, Boston, MA 02110
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- Apr 2026 – nowOsaic Wealth, Inc.Current firm
- 2024 – 2026Shepherd Kaplan LLCPreviously
Contact Thomas
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Thomas. 175 Federal Street Suite 1050Boston, MA 02110Office · 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 Osaic Wealth at (800) 821-5100 and ask for Thomas Fallon. Thomas works from the Boston, MA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2023, about 3 years. 3 years in the industry.
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?
Osaic Wealth 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.
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