Terrance Andersen
Terrance Andersen is a CFP-designated registered investment advisor at Tactical Wealth Partners, based in Zionsville, IN, with 12 years of industry experience. Terrance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 97 clients with $13M 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 | 0.35% |
This fee applies to assets managed directly at Altruist. For assets managed by Mariner Wealth Advisors or Betterment, clients pay a program fee to the third-party manager/platform, and in some cases, a separate or embedded advisory/solicitor fee to TWP. The combined fees for these arrangements generally do not exceed 1.50% annually.
Fee Estimator
Location
Zionsville, IN
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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
Terrance has been an independent insurance agent since 2013, recommending insurance products and services. This activity takes about a quarter of his time.
Employment History
Current Registrations
Tactical Wealth Partners
Previous Registrations
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
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.