Todd Pfleger is a PFS-designated registered investment advisor at Advisory Services Network, based in Hyannis, MA, with 26 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
100 Independence Drive Suite 7-925, Hyannis, MA, 02601
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Regulatory History (1)
Regulatory
October 2001Other Business Activities
Todd provides tax preparation services as a CPA since 2022, spending minimal time on this activity. This is considered an investment-related activity.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Todd Pfleger Financial Services
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.
Exams
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