CRD: 122785
Third ACT Retirement Planning, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2005
- Office Locations
- 1
Office Locations
About Third ACT Retirement Planning, Inc.
Third Act Retirement Planning is a fee-only, faith-based financial planning and portfolio management firm serving Christians navigating sudden wealth and retirement decisions. Its Sudden Wealth Stewardship process focuses on allocation, diversification to help limit large drawdowns, ongoing rebalancing, and coordination on tax and trust/estate planning. The firm is led by CFP/ChFC/QKA Tommy Cloud; Schwab is a primary custodian.
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Investment Themes
Investment Vehicles
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Owner & Executives
Thomas Gordon Cloud
Chief Compliance Officer, President, Senior Advisor
- CRD
- #3021086
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,409,148 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,409,148 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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