TomHagigh- Financial Advisor Crownsville, MD

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About Tom Hagigh

No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an individual, as an investor, and as a business owner.

Our mission is to help you define your financial objectives and collaboratively develop a plan tailored to your unique needs and preferences. We are committed to acting in your best interest and are proud to offer comprehensive financial planning resources, including access to education, advice, planning, and consultation, all designed to support your business's growth and success.

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General Information

Firm Start Year

1925

automated call

CRD#

2583423

Firm CRD#

6413

Insurance License#

61277

States Licensed in

CA, DE, FL, KY, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WVA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Tom began his career in 1995 at Legg Mason in Hunt Valley, Maryland. After nine years of successfully building his own business, he partnered with another advisor for five years to expand his client base and enhance service offerings. In 2005, Tom earned his CERTIFIED FINANCIAL ADVISOR^™ designation.

In 2012, Tom joined Wells Fargo Advisors in Annapolis, Maryland, and later moved to Janney Montgomery Scott in 2017. By 2023, Tom transitioned to LPL Financial to establish his own business, EPE Wealth Advisors in Crownsville, Maryland.

Tom specializes in advising individual advisors and small business owners and is currently accepting new clients. His expertise includes financial planning, retirement income planning, investment management (including workplace retirement plans), life insurance, long-term care, disability insurance, college planning, and annuities. As a fiduciary, Tom manages client assets using a fee-based advisory platform.

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$105,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

.75 - 1.25

Additional Details on Charges

My Advisory Fee Schedule based on Assets Under Management: Under $500,000 - 1.50% $500,000 - $1 million - 1.25% $1 million to $5 million - 1.00% $5 million to $10 million - 0.75% Over $10 million - Negotiable

Minimum Fee Charged for Managed Accounts

$3,750

Education

Bachelor of Science - Biology

Washington and Lee University
9/1988 -6/1992

Master of Business Administration - Finance

Loyola College in Maryland
1/1993 -12/1994

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

Tom Hagigh

EPE Wealth Advisors