Georgia Adams
Georgia Adams is a registered investment advisor at Advice and Planning Services, based in Frisco, TX, with 19 years of industry experience. Georgia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TC Services offers several managed account programs with different fee structures:
- TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
- TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
- Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.
TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.
Location
3965 Dallas Parkway, Frisco Regional, Frisco, TX, 75034
Get directionsHistory
Regulatory History (1)
Financial
January 2026Employment History
Current Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Allstate Financial Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Equinox Group Distributors, LLCBroker
Ing Investment Management CO.
Ing Funds Distributor, LLCBroker
Old Mutual Capital
Old Mutual Investment PartnersBroker
Jpmorgan Asset Management
Jpmorgan Distribution Services, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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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