Tiffany Tippins
Tiffany Tippins is a registered investment advisor at Impactful Wealth Solutions, based in Red Oak, TX, with 20 years of industry experience. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $610K 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 $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fee Estimator
Location
Red Oak, 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 ActivitiesSells Insurance
Tiffany provides tax planning and preparation services, retirement planning, and life & health insurance services through Impactful Wealth Solutions. She also self-published a book and owns a stationary line, Uniquely Gifted Chic Boutique, dedicating a few hours per week to it.
Employment History
Current Registrations
Impactful Wealth Solutions
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Diversified Investors Securities CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Westrock Advisors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.