Brian Tegtmeyer is a CFP-designated registered investment advisor at Truly Prosper Financial Planning LLC, based in Xenia, OH, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 25 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truly Prosper charges a flat annual fee for ongoing financial planning and investment management, ranging from $4,000 to $20,000 per year. This fee is paid quarterly. The exact fee is agreed upon with the client before work begins. The fee will not exceed 2% of the value of your portfolio.
Contact
Brian Tegtmeyer
Location
Xenia, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is an employee of Financial Freedom LLC, providing fee-only investment management and financial planning services to high net worth individuals and families. He works as a financial planner, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Truly Prosper Financial Planning LLC
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.
Exams
Additional Information
Hi, I’m Brian Tegtmeyer, CFP®, a flat-fee financial advisor based inDublin, Ohio. I specialize intax-smart planning for new retireeswho want to make the most of the first 10 years of retirement, without compromising the rest.