Tammy Hudacek is a registered investment advisor at Creative Planning, based in Plymouth, PA, with 31 years of industry experience. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Plymouth, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tammy serves on the board of directors for Valley Santa, a charitable organization, dedicating a few hours per week from September to December. She also serves on the board of directors for the F.M. Kirby Center for the Performing Arts, spending minimal time on this activity.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Prudential Investment Management Services LLCBroker
Olde Economie Financial Consultants, LTD.Broker
Vanguard Marketing CorporationBroker
Prudential Investment Management Services LLCBroker
Prudential Retirement Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.