Todd Tessler is a registered investment advisor at Life Planning Advisors LLC, based in Bigfork, MT, with 28 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, High Net Worth, Investment Management, and 1 more. Their firm serves 964 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Life Planning Advisors offers asset management services where they create and manage a portfolio for you. The annual fee is a percentage of the assets they manage, billed quarterly. The percentage varies based on the amount invested:
- $0 to $250,000: 1.00% - 2.00%
- $250,000 to $1,000,000: 0.75% - 1.50%
- Greater than $1,000,000: 0.50% - 1.0%
Location
Bigfork, MT
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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 is a managing member of Sierra Wealth Group, LLC, a registered investment advisor, dedicating about half his time to it. He also has several other business activities including notary services, a collectables company, property management, and bookkeeping, but these are not investment related.
Employment History
Current Registrations
Life Planning Advisors LLC
Previous Registrations
Mutual Securities, INC.Broker
Sierra Wealth Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
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.