TBMS Wealth, led by Todd Pniewski, offers financial planning on topics like cash flow, college funding, retirement, risk management, estate, and tax planning. TBMS Wealth also manages investment portfolios through institutional investment managers. TBMS Wealth works with clients to determine their financial needs, goals, and holdings to create a tailored plan.
Assets Under Management$8.3M
Clients12
Advisors1
Avg. per Client$690K
Avg. per Advisor$8.3M
www.tbmswealth.com ·www.letsmakeaplan.org/choose-a-cfp-professional... ·www.xyplanningnetwork.com/advisors/todd-pniewsk...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fees may be discounted at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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