UBS Financial Services
47yrs
Top 1% by experience in Atlanta
5yrs
Thomas Windom
Financial advisor at Capitalwize
Based in Atlanta, Georgia, Thomas Windom is a fiduciary financial advisor with 5 years of industry experience. Thomas joined Capitalwize in 2026, after two years at Cambridge Investment Research Advisors and less than a year at ON Investment Management. Capitalwize offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1100 Peachtree St. NE Suite. 200, Atlanta, GA 30309
FirmCapitalwize
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2,694
Advisors at the firm9
States licensed ?2 states
Services through Capitalwize
Financial planningInvestment management for individuals and small businessesEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowCapitalwize, LLCCurrent firm
- Oct 2024 – nowEthos Financial PlanningCurrent
- Aug 2022 – Jul 2024
- Apr 2022 – Jul 2022ON Investment Management COPreviously
Contact Thomas
(800) 835-0863Capitalwize main office 1100 Peachtree St. NE Suite. 200Atlanta, GA 30309Office · Get directions Firm websiteHTTPS://WWW.MYMONEYEDU.COM
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Capitalwize at (800) 835-0863 and ask for Thomas Windom. Thomas works from the Atlanta, GA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Thomas hold?
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?
Capitalwize 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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