Thomas William Dunaway

Employer firm

The Sum CRD 297658

$551M regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 07/2025
  Fidelity Investments
  Westlake, TX
• 07/2018 → 07/2025
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → 07/2025
  Fidelity Investments
  Boston, MA
• 07/2025 → Present
  The Planning Project, Llc Dba The Sum
  The Woodlands, TX

Previous Registrations

• 2025-03-31 → 2025-07-03
  Strategic Advisers Llc
  Tomball, TX
  The Woodlands, TX
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  The Woodlands, TX
  Tomball, TX
• 2010-10-22 → 2018-07-13
  Strategic Advisers Llc
  The Woodlands, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-10-21
• S63 Uniform Securities Agent State Law Examination
  2010-03-19

Designations

• Certified Financial Planner

Other Names

• Thomas William Dunaway
• Thomas William Dunaway
• Trey William Dunaway
• Thomas W Dunaway
• Thomas W. Dunaway