Thomas William Dunaway
Investment adviser representative at The Sum
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$551.4MFirm assets
Are you Thomas William Dunaway? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- The SumJul 2025 to now
- The Planning Project, LLC dba the SumJul 2025 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2025
- Fidelity InvestmentsDec 2009 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Sum
Legal name: The Planning Project LLC
$551.4MAssets managed
209Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5732056
- Firm CRD
- 297658