Tressa Wasson
Tressa Wasson is a registered investment advisor at Retirement Planning Specialists - Midwest, LLC, based in Basehor, KS, with 14 years of industry experience. Tressa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Retirement Planning Specialists - Midwest, LLC (RPS) does not directly manage investments. Instead, RPS refers clients to Gradient Investments, LLC (GI), who manages the investments. GI charges a percentage of the assets under management. RPS receives a portion of GI's fee for the referral. The client's total fee is:
- Strategic Portfolios: 2.00% annually (1.00% to GI, 1.00% to RPS)
- Tactical Portfolios: 1.80% annually (0.80% to GI, 1.00% to RPS) plus 0.20% internal ETF fee
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to GI, 1.00% to RPS)
- Preservation Portfolios: 1.00% annually (0.40% to GI, 0.60% to RPS)
- Client Directed Accounts: Flat fee of $300 annually to GI, $0 to RPS
These fees are negotiable and assessed quarterly.
Location
Basehor, KS
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Regulatory History (1)
Regulatory
June 2024Other Business ActivitiesSells Insurance
Tressa is an insurance agent at RPS Insurance Solutions, LLC since 2017, providing insurance services. This activity takes about half of Tressa's time.
Employment History
Current Registrations
Retirement Planning Specialists - Midwest, LLC
Previous Registrations
Safe Harbor Financial Planning Group, LLC
Reapp Investment Management Services, LLC
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.