Tarsha House is a registered investment advisor at Triunity Financial Planning, LLC, based in Edmond, OK, with 3 years of industry experience. Tarsha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $750K | 0.80% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.60% |
Annual advisory fee is subject to a minimum annual fee of $2,500.
Fee Estimator
Location
Edmond, OK
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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 Activities
Tarsha is a managing member of RTCJ Properties, LLC, managing rental income properties and dedicating minimal time to this role. She also works as a bookkeeper for IMPACT Community Church, Inc., a religious organization, spending a few hours per week on this activity.
Employment History
Current Registrations
Triunity Financial Planning, LLC
Previous Registrations
Falcon Financial of Oklahoma, LLC
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.