Ty Rollins is a registered investment advisor at Ty Rollins, INC., based in Walnut Creek, CA, with 3 years of industry experience. Ty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Ty Rollins, Inc. offers ongoing comprehensive financial planning for a fixed monthly fee. Clients work one-on-one with a planner to develop and implement their plan. The planner monitors the plan, recommends changes, and ensures the plan is up-to-date. The plan and the client's financial situation and goals will be monitored throughout the year with follow-up calls and emails. There will be a full review of this plan on an annual basis.
Ty Rollins, Inc. offers financial advice on a fixed-fee basis, including:
- Initial setup to catalog retirement funding sources and provide a beginning monthly spending capacity in retirement (typically $350, depending on complexity).
- Social Security timing
- Status review of legal documents (e.g., Power of Attorney, beneficiaries)
- Roth conversions
- Cash/Emergency fund
- 5 to 7 Year TIPS Ladder for Bond Allocation
- Low-cost broad-based market index funds for equity allocation
- Medicare enrollment
- Mortgage payoff
- Long-term residency options
- Major expenditures planning
- Income tax planning
Location
Walnut Creek, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ty Rollins, INC.
State Registrations1 state
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