Todd Meador
Todd Meador is a CFP-designated registered investment advisor at T.K.M. Financial Services, LLC, based in Louisville, KY, with 12 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 62 clients with $28M 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 | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees are negotiable for accounts over $3,000,000. Related accounts may be combined to reach breakpoints in the fee schedule.
Fee Estimator
Location
10602 Timberwood Circle, #2, Louisville, KY, 40223
Get directionsHistory
Regulatory History (1)
Regulatory
December 2017Other Business ActivitiesSells Insurance
Todd offers insurance products through Ash Brokerage and receives rental income from TKM Financial Services, LLC through TKM Realty, LLC. He also owns TKM Publishing, LLC and hosts the podcast "A Nickel and a Plan," dedicating about 10-20% of his time to Ash Brokerage and minimal time to the other activities.
Employment History
Current Registrations
T.K.M. Financial Services, LLC
Previous Registrations
Sterling Financial Group, LTD.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Natcity Investments, INC.Broker
State Registrations3 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.