Tina Watson
Tina Watson is a CFP-designated registered investment advisor at One Brick Planning & Consulting, LLC, based in Colorado Springs, CO, with 9 years of industry experience. Tina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 44 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OBPC offers investment management as part of its Wealth Management services. Fees are based on the complexity and needs of the client, ranging from $3,000 to $25,000 annually. Fees are typically paid quarterly, in arrears, and debited from the client's managed account. Investment management services are no longer offered as a stand-alone service to new clients.
Location
9475 Briar Village Point #325, Colorado Springs, CO, 80920
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 Activities
Tina is a Senior Partner at Watson CPA Group since 2007, managing business and accounting. This takes nearly a full-time commitment, including nearly full-time during trading hours.
Employment History
Current Registrations
One Brick Planning & Consulting, LLC
Previous Registrations
Sfd Capital LLC
One Call Capital Group Limited
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.