Todd Pniewski is a CFP-designated registered investment advisor at Tbms Wealth LLC, based in Plano, TX, with 17 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 12 clients with $8.3M 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fees may be discounted at the firm's discretion.
Fee Estimator
Location
Plano, TX
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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
Todd works as an Investment Adviser Representative for Elements Wealth, LLC, providing investment advice and financial planning. This activity takes nearly full-time hours.
Employment History
Current Registrations
Tbms Wealth LLC
Previous Registrations
Origin Financial
Th Wealth Management LLC
MML Investors Services, LLC
Wellesley Investment Advisors, INC.
Pniewski, Todd Charles
Hfg Advisors, L.L.C.
MML Investors Services, INC.
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.