Thomas Hsin Lo
Investment adviser representative at Vested Financial Planning, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$157.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Vested Financial Planning, LLCApr 2018 to now
- AspiriantOct 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Vested Financial Planning, LLC
$157.2MAssets managed
37Clients
1Advisers
2 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
- 6021385
- Firm CRD
- 296970