Tami Simpson
Tami Simpson is a CFP-designated registered investment advisor at Wealth Financial Group West, INC., based in Costa Mesa, CA, with 18 years of industry experience. Tami operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 110 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fee is negotiable. Wealth Financial Group West may utilize Envestnet to assist in the management of Client accounts. Fees for these services are in addition to the fees charged by Wealth Financial Group West and are based on a percentage of assets under management as follows: clearing and custody fees range from 0.04% to 0.28%, the Overlay Manager fees range from 0.08% to 0.10% and the Model Portfolio Advisors Fees range from 0.15% to 1.00%.
Fee Estimator
Location
650 Town Center Dr Ste 920, Costa Mesa, CA, 92626
Get directionsHistory
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
Tami is the President of Wealth Financial Group West, providing financial advising services, dedicating about half of her time to this role. She also works with Simpson and Simpson Life Insurance Services, Inc. in insurance sales and services, spending about a quarter of her time on this.
Employment History
Current Registrations
Wealth Financial Group West, INC.
Previous Registrations
Gradient Advisors, LLC
Brokers Financial
Sgl Financial, LLC
Wealth Financial Group West, INC.
State Registrations2 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.