Teshay Flowers is a registered investment advisor at Tlwm Financial, based in Arlington, TX, with 17 years of industry experience. Teshay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,208 clients with $580M 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 | 2.25% |
The annual fee assessed to your accounts is negotiable and will be determined on a case-by-case basis and will be detailed in our Asset Management Agreement.
Fee Estimator
Location
3901 Arlington Highlands Blvd., Suite 200, Arlington, TX, 76018
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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 Activities
Teshay is associated with TDF Platinum Wealth Management as a DBA for LPL business since 2016, dedicating minimal time. Teshay is also associated with Texas Legacy Wealth Management as a Registered Investment Advisor, spending minimal time.
Employment History
Current Registrations
Tlwm Financial
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations5 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.